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ROYAL PALM INVESTMENT ADVISORS, INC
CRD 142335
740 FLORIDA CENTRAL PARKWAY, SUITE 2012, LONGWOOD, FL, 32750, United States
Phone
407-475-0001
Fax
407-260-0226
Registration
— (—)
Source
State registered
Total AUM
$39.8M
Discretionary AUM
$39.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $23.4M |
| High net worth individuals | 10 | $16.4M |
Official SEC filing: View on IAPD