Andres
Rodriguez

Royal Fund Management, LLC

CRD#7890946
Investment Advisor
in Pasadena, TX

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About this Advisor

Andres Rodriguez is a financial advisor based in Pasadena, Texas, working with Royal Fund Management, LLC. Andres has previously held positions as a full-time student at the University Of Houston Clear Lake, and at AR Financial Group Inc, and Royal Fund Management, LLC Dba AR Wealth Management. Andres has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Andres is part of Royal Fund Management, LLC, which operates out of Pasadena, Texas. 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 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

6427 Fairmont Parkway
Pasadena, TX 77505

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$1,361,849,417

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

93

TX Average: 62
Total Number of Accounts

11,583

TX Average: 2,474
Average Account Size

$117,573

TX Average: $750,025

Investment Advisory Services

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

Andres Rodriguez Work History

2024 - Present (0 year)

Royal Fund Management, LLC Dba Ar Wealth Management

2021 - Present (3 years)

Ar Financial Group Inc

2019 - 2023 (4 years)

University Of Houston Clear Lake

2014 - 2019 (5 years)

Full Time Student

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Disclosures

Please visit the SEC profile of Andres Rodriguez 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
Barth Frankenberry
Lady Lake, FL
Judith Carlson
Lone Tree, CO
Scott Svoboda
Hoffman Estates, IL
Michael Budnick
Burbank, CA
Frederick Wright
Orlando, FL
Andres Rodriguez
Pasadena, TX
Liliana Delara
Orlando, 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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