← Back to searchVisit website
ROYAL OAKS ADVISORS LLC
CRD 170757
800 TOWN & COUNTRY BLVD, SUITE 500, HOUSTON, TX, 77024, United States
Phone
(678) 428-4545
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.4M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-06-17
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisersCONSULTANT TO AN ENERGY COMPANY/SOLICITOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD