Royal Securities Company is a large advisory firm based in Grandville. It manages $500 million of regulatory assets for 2,300 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Michigan.
Royal Securities Company provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Royal Securities Company is $500 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Royal Securities Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Timothy Van Haitsma Dumez has been acting as President since 1 Sep 2011. Christopher Allen Oisten joined the executive team most recently as the Cfo.
The principal office where Royal Securities Company performs its advisory services is located at 4095 Chicago Drive Sw,, Grandville, MI 49418, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 616-538-2550 or by fax 616-538-3360. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at royalsecurities.com.