R
$10.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2006
- Office Locations
- 1
Office Locations
15610 Ranchito Drive Lake Mathews CA
About Royale Investment Advisor LLC
Royale Investment Advisor LLC is a Lake Mathews-based RIA. The firm has been operating for 19 years. Managing $10.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Fidelity/NFS.
Team overview
-- AVG AGE
$10.2M AVG AUM / ADVISOR
$846.2K AVG AUM / CLIENT
19.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALLEN STEPHEN DRAKE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4679918
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,153,820 | -- |
| Total | $10,153,820 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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