Michael
Budnick

Royal Fund Management, LLC

CRD#1524933
Investment Advisor
in Burbank, CA

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About this Advisor

Michael Budnick is a financial advisor based in Burbank, California, working with Royal Fund Management, LLC. Michael has previously held positions at Budnick Financial Inc (Dba: College Tuition Advisors), Royal Fund Management, LLC (Dba Budnick Wealth Management), Michael Budnick Workshops, and Bpm Energy, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Tennessee, and Texas. Currently, Michael is part of Royal Fund Management, LLC, which operates out of Burbank, California. The firm has 83 offices and 93 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Royal Fund Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2600 W. Olive Ave 5Th Floor
Burbank, CA 91505

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$1,361,849,417

CA Average: $1,855,561,029
Total Number of Employees

93

CA Average: 62
Total Number of Accounts

11,583

CA Average: 2,474
Average Account Size

$117,573

CA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Budnick Work History

2017 - Present (8 years)

Michael Budnick Workshops

2015 - Present (10 years)

Royal Fund Management, LLC Dba Budnick Wealth Management

2014 - Present (11 years)

Budnick Financial Inc(Dba: College Tuition Advisors.)

2020 - 2021 (1 year)

Bpm Energy, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Budnick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Fund Management, LLC

Gabriel Fransen
Elk River, MN
Scott Svoboda
Hoffman Estates, IL
Michael Budnick
Burbank, CA
Andres Rodriguez
Pasadena, TX
Frederick Wright
Orlando, FL
Barth Frankenberry
Lady Lake, FL
Judith Carlson
Lone Tree, CO
Bryan Daly
Lady Lake, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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