Royal Oak Financial Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 290152
- SEC number
- 801-114096
- Firm type
- RIA
- Assets under management
- $366.1M as of Mar 5, 2026
- Website
- www.youtube.com/@RoyalOakFinancialAdvisors/featured ↗
- Phone
- 248-709-6134
- Address
- 1709 Crooks Road, Royal Oak, MI, 48067
Advisors at this firm
4 in our index · page 1 of 1
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Phillip Eduardo AfifCRD 7818217 · Royal Oak, MIIA Registered
-
Brian Richard BranchCRD 5087618 · Royal Oak, MIIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Jacob Edward GingellCRD 7679098 · Royal Oak, MIIA RegisteredRegistration inactive
-
Robert Charles MulcahyCRD 2661332 · Royal Oak, MIIA RegisteredRegistration inactiveDisclosure event(s) on record
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 290152 ↗
FINRA BrokerCheck record for firm CRD 290152 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.