# Royal Oak Financial Advisors

Royal Oak Financial Advisors is a Bank / Wealth / Trust based in Royal Oak, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Royal Oak, United States
- **Region:** North America
- **Address:** Royal Oak, MI, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.royaloakfinancialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/royal-oak-financial-advisors

## Regulatory record

- **CRD number:** 290152
- **SEC file number:** 801-114096
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290152

## About

Royal Oak Financial Advisors is an SEC-registered investment adviser in Royal Oak, MI, registered since 2018. The firm manages approximately $366 million in assets. It has 7 employees and 7 investment advisers.

## Related profiles

- [Royal Neighbors of America](https://altss.com/profile/royal-neighbors-of-america)
- [Royal Opera House](https://altss.com/profile/royal-opera-house)

---

Last updated: 2026-07-06T01:24:24.654Z

Canonical page: https://altss.com/profile/royal-oak-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology