CRD: 111192
Royal American Financial Advisors, LLC
$98.9M Total AUM
$98.9M Disc. AUM
-- 3Y CAGR
3 Employees
225 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2000
- Office Locations
- 1
Office Locations
27192 Newport Rd. Suite 3 Menifee CA
About Royal American Financial Advisors, LLC
Royal American Financial Advisors, LLC is a Menifee-based RIA. The firm has been operating for 26 years. Managing $98.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide.
Team overview
-- AVG AGE
$49.4M AVG AUM / ADVISOR
$439.5K AVG AUM / CLIENT
11 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Owner & Executives
S
SCOTT CHRISTIAN BUCHANAN
Advisor, Managing Member
- CRD
- #4627659
- Ownership
- 75% or more
Available
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R
Ryan Christian Buchanan
--
- CRD
- #8010610
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,882,257 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,882,257 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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