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ROYAL OAK FINANCIAL GROUP

Tel: 614-842-6090
5858 High Street
Worthington, Ohio  43085

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ROYAL OAK FINANCIAL GROUP

ROYAL OAK FINANCIAL GROUP is a Worthington, Ohio based financial advisory firm with nearly $263,000,000 in assets under management and provides investment advisory services for 339 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

166391

SEC#:

801-122701

No. of Clients:

339

Assets under Management

$263,000,000

No. of Advisors:

4

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