$39.8M Total AUM
$39.8M Disc. AUM
-- 3Y CAGR
2 Employees
101 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-14-2006
- Office Locations
- 1
Office Locations
740 Florida Central Parkway Suite 2012 Longwood FL
About Royal Palm Investment Advisors, INC
Royal Palm Investment Advisors, INC is a Longwood-based RIA. The firm has been operating for 19 years. Managing $39.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$19.9M AVG AUM / ADVISOR
$394.1K AVG AUM / CLIENT
17.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
RUSSELL COLEMAN COLBERT JR
Chief Compliance Officer, Managing Member, President
- CRD
- #1632060
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHARLES THEODORE BLACK JR
President
- CRD
- #1660989
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,803,992 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,803,992 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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