Michael
Funk

Royal Alliance Associates, Inc

CRD#2657330
Investment Advisor
in Fresno, CA

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About this Advisor

Michael Funk is a financial advisor working out of Fresno, California, with a total of 10 years of work experience. Funk is on the advisory team at Royal Alliance Associates, Inc. Throughout their career, Funk has worked at Rdo Equipment, Pillar Financial Group, Sagepoint Financial, Royal Alliance Associates, Inc and Sii. Funk has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in California. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Fresno, California. The firm has offices in 905 locations and a total of 3,849 advisors. It controls $28 billion in assets across its 112,286 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 134 charitable organizations. Of its 112,286 accounts, 18% are held by high-net-worth clients who have more than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which service is provided. However, fee types charged by Royal Alliance Associates, Inc can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

1477 E. Shaw Ave Suite 140
Fresno, CA 93710

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

CA Average: $10,121,009,343
Total Number of Employees

3,849

CA Average: 92
Total Number of Accounts

112,286

CA Average: 6,978
Average Account Size

$251,584

CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Funk Work History

Michael has 10 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2013 - Present (9 years)

Pillar Financial Group

2017 - 2018 (1 year)

Sii

2014 - 2017 (3 years)

Sagepoint Financial

2012 - 2013 (1 year)

Rdo Equipment

Disclosures

Michael Funk has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Maja Stojanovic
Wakefield, MA
Seth Fulton
Johnston, IA
Jerry Cline
Salem, SC
Elijah Murray
Plano, TX
Tiffany Jones
Princeton, NJ
Erica Hower
Reading, PA
Mark Morash
Westwood, KS
Donna Tso
Honolulu, HI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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