R
$52.7M Total AUM
$52.7M Disc. AUM
-5.3% 3Y CAGR
1 Employees
2 ADV. Clients
10 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-19-2015
- Office Locations
- 1
Office Locations
-- Rochester NY
About Royale Asset Management LLC
Royale Asset Management LLC is a Rochester-based RIA. The firm has been operating for 10 years. Managing $52.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and UBS.
Team overview
63 AVG AGE
$52.7M AVG AUM / ADVISOR
$26.4M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM FRANK MASUCCI
Chief Compliance Officer, Managing Member
- CRD
- #1267408
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,747,187 | $909,434 |
| Non-Discretionary | $0 | -- |
| Total | $52,747,187 | $909,434 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available Equity - OTC:
Available Other:
Available Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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