F
CRD: 174046
Falcon Royal Investment Management
Philadelphia, PA
2158335718
$2.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2015
- Office Locations
- 1
Office Locations
-- Philadelphia PA
About Falcon Royal Investment Management
Falcon Royal Investment Management is a Philadelphia-based RIA. The firm has been operating for 11 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction, Retirement Plans.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$279.0K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Delta peak Element vector
Investment Themes
Atlas ridge Fusion
Investment Vehicles
Oak pioneer
Services
Optima ember Beacon foundation
Owner & Executives
JOSEPH WILLIAM FALCONE
Chief Compliance Officer, Managing Member
- CRD
- #4801529
- Ownership
- 75% or more
(304) 439-6548
insight.focus@capitalcapital.com
in linkedin.com/in/zenith-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,232,175 | -- |
| Total | $2,232,175 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,232,175
Equity - Exchange:
60.3% Cash:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,242,580,830 | 60.3% |
| Cash | $2,793,208,275 | 39.7% |
| Total | $7,035,789,105 | 100.0% |