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Joseph Hunter Von Unschuld

Royal Fund Management, LLC

Lady Lake, FL

Albuquerque, NM

Oro Valley, AZ

CRD 1494370

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Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-08-02
TX RA APPROVED_RES 2020-11-13
NM RA APPROVED 2013-05-22
  • AZ RA
    APPROVED
    Since 2021-08-02
  • TX RA
    APPROVED_RES
    Since 2020-11-13
  • NM RA
    APPROVED
    Since 2013-05-22

Branch Locations

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

6300 Riverside Plaza Ln Suite 100, Albuquerque, NM 87120 • United States

1846 E Innovation Park Drive, Oro Valley, AZ 85755 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Fund Management, Llc Dba Fractal Profile Wealth Albuquerque NM 05/2013 Present
Peak Advisors Rio Rancho NM 10/2012 Present
Rio Rancho Wing Chun Rio Rancho NM 01/2006 Present
The American Society Of Fiduciary Education Albuquerque NM 07/2016 Present
Hunder J. Vonunschuld Rio Rancho NM 06/2011 Present
  • 05/2013 → Present
    Royal Fund Management, Llc Dba Fractal Profile Wealth
    Albuquerque, NM
  • 10/2012 → Present
    Peak Advisors
    Rio Rancho, NM
  • 01/2006 → Present
    Rio Rancho Wing Chun
    Rio Rancho, NM
  • 07/2016 → Present
    The American Society Of Fiduciary Education
    Albuquerque, NM
  • 06/2011 → Present
    Hunder J. Vonunschuld
    Rio Rancho, NM
Other Businesses

1.PEAK ADVISORS; NOT INVESTMENT RELATED; LOCATED IN RIO RANCHO, NEW MEXICO; INSURANCE SALES; START DATE 10/01/2012; SPEND APPROXIMATELY 120 HOURS/MONTH ON THIS OUTSIDE BUSINESS ACTIVITY; DUTIES REQUIRED ARE INSURANCE SALES 2.The American Society of Fiduciary Education; Non investment related; 6300 Riverside Plaza Ln Suite 100, Albuquerque, NM 87120; Founder and Chairman/ Organization prepares and teaches adult education financial planning classes; July 2016; 10 hours a month, no time spent during securities trading hours; Write the classes and train the class presenters to present the class correctly 3.Fractal Profile Investment Management; Owner; Scottsdale AZ 85254; July 2021; Management and service duties (Tax Purposes Only for RFM ); 40 hours per/week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-22
  • S65 Uniform Investment Adviser Law Examination
    2013-01-22
Other Names
  • Hunter Joseph Vonunschuld

View on SEC IAPD

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