$79.8M Total AUM
$76.8M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
-- St. Charles IL
About Royal Asset Managers
Royal Asset Managers is a fee-only boutique RIA led by Michael Alexenko, CFA (35+ years). The firm delivers consultative financial and investment planning and ongoing portfolio management for small business owners, executives, and individual investors. Portfolios are implemented primarily with ETFs, with custody through Fidelity/NFS and Vanguard. RAM reports 100% client retention for seven consecutive years.
Team overview
61 AVG AGE
$79.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
MICHAEL ALEXENKO
Chief Compliance Officer, Investment Advisor
- CRD
- #4448315
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,750,000 | $1,100,000 |
| Non-Discretionary | $3,000,000 | $1,000,000 |
| Total | $79,750,000 | $1,096,774 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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