Royal Fund Management, Llc
Royal Fund Management, LLC was opened in 2007 by Mark & Linda Sorensen. Our "Client First" mission statement catapulted us to be what we think is one of America's top boutique Fee-Only SEC Registered Investment Advisory firms. We have Investment Advisers all over the country and a variety of services and products to meet the needs of our clients.
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Verified contacts
15
available on Kipplo
LinkedIn employees
28
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- GS
Ginny Schlosser
Investment Advisor Representative · Finance & Accounting
EmailPhone - MS
Mark Sorensen
Owner Investment Adviser · Other
EmailPhone - OE
Owen Edwards
Certified Financial Fiduciary at Edwards Investments, Llc · Other
EmailPhone - PF
Pat Frederiksen
Mep & Pep Services · General Business & Management
EmailPhone - BF
Barth Frankenberry
Investment Advisor Representative · Finance & Accounting
EmailPhone - BF
Barth Frankenberry
Investment Advisor Representative · Finance & Accounting
EmailPhone - JL
John Link
Investment Advisor Representative · Finance & Accounting
EmailPhone - NN
Nick Naseman
Investment Advisor Representative · Finance & Accounting
EmailPhone - LE
Lincoln E. McRae
Founder · General Business & Management
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Royal Fund Management, Llc
9 distinct titles indexed · top 9 shown.
- 6investment advisor representative
- 2mep & pep services
- 1certified financial fiduciary at edwards investments, llc
- 1chief compliance officer
- 1college solutions specialist
- 1financial advisor income allocation and annuities
- 1founder
- 1investment adviser representative
- 1owner investment adviser
Sign up to unlock all 15 contacts at Royal Fund Management, Llc
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