Royal Alliance Associates, Inc.
$54.4M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Royal Alliance Associates, Inc. in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $48.4M | $60.1M | 80.6% | 01/24/2023 |
| Medallion Wealth Advisors, Llc | $6.0M | $270M | 2.2% | 03/28/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.