CRD: 290152
Royal OAK Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-05-2017
- Office Locations
- 2
Office Locations
About Royal OAK Financial Advisors, LLC
Royal Oak Financial Advisors, LLC is a Royal Oak, MI RIA providing financial planning, retirement plan/401(k) solutions, and portfolio construction for families, retirees, and business owners. The team emphasizes dividend growth investing and builds portfolios largely with ETFs and fixed income. Custodied at Charles Schwab, the firm publishes client education via podcasts, calculators, and research, including dividend-focused content from its advisors.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL EDGAR ERICKSON
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #5157556
- Ownership
- 50% but less than 75%
ROBERT CHARLES MULCAHY
Advisor, PRINCIPAL
- CRD
- #2661332
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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PHILLIP EDUARDO AFIF
--
- CRD
- #7818217
BRIAN RICHARD BRANCH
Financial Advisor, General Partner
- CRD
- #5087618
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $366,124,000 | $231,139 |
| Non-Discretionary | $0 | -- |
| Total | $366,124,000 | $231,139 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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