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ROYAL AMERICAN FINANCIAL ADVISORS, LLC
CRD 111192
27192 NEWPORT RD., SUITE 3, MENIFEE, CA, 92584, United States
Phone
951-679-2065
Fax
951-679-2660
Registration
— (—)
Source
State registered
Total AUM
$98.9M
Discretionary AUM
$98.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; LEGACY FLAT FEE ARRANGEMENTS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $69.3M |
| High net worth individuals | 14 | $29.5M |
All web addresses on file
Official SEC filing: View on IAPD