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Royal Fund Management, LLC CRD 144434
$1.56B regulatory AUM 23 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-28 |
| WI | RA | APPROVED | 2024-05-06 |
| FL | RA | APPROVED | 2007-08-07 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Oneida, TN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sorensen Tax Advisory Group, Inc. | Lady Lake | FL | 12/2003 | Present |
| Royal Fund Management, Llc | Lady Lake | FL | 06/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-12 |
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