R
$366.0M Total AUM
$366.0M Disc. AUM
49.9% 3Y CAGR
1 Employees
399 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-26-2013
- Office Locations
- 1
Office Locations
5858 High Street Worthington OH
About Royal OAK Financial Group
Royal OAK Financial Group is a Worthington-based RIA. The firm has been operating for 13 years. Managing $366.0M in total assets under management, They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
40 AVG AGE
-- AVG AUM / ADVISOR
$917.4K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
MATTHEW MARTIN JEHN
Managing Member - Cco, Retirement Specialist
- CRD
- #4864985
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Grant McIntyre Billings
Retirement Specialist
- CRD
- #7673577
Available
Available
Available
B
Bradley Stephen Senita
Retirement Specialist
- CRD
- #4687944
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $366,039,317 | $917,392 |
| Non-Discretionary | $0 | -- |
| Total | $366,039,317 | $917,392 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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