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Bernard Aloysius Nienberg

Royal Fund Management, LLC

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About Bernard Aloysius Nienberg

Bernard Nienberg has been in the financial services industry since 1984. Bernard is currently registered with Royal Fund Management, LLC and is also the owner of Nienberg Investments & Insurance. Bernard has a broad range of experience working with individuals, corporations and high net worth clients. Bernard is dedicated to providing financial advice and services that are tailored to meet the individual needs of each client.

Firm Information

Bernard Nienberg is currently registered with Royal Fund Management, LLC. Royal Fund Management, LLC is a registered investment advisor based in LADY LAKE, FL. They offer advisory services in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. They primarily serve individuals (both high-net-worth and other), corporations, and businesses. They do not have a wrap fee program. They have approximately 11,583 clients with $1,361,849,417 in regulatory assets under management.
Royal Fund Management, LLC

1515 BUENOS AIRES BLVD

LADY LAKE, FL 32159

$1.36B

Assets Under Management

6

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisor to other advisers

Sub-advisor to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bernard Nienberg’s Registration & Firm History

OH

12/03/2018 - Present

Royal Fund Management, LLC (Glandorf OH)

OH

11/17/2015 - 12/17/2018

ROYAL ALLIANCE ASSOCIATES, INC. (GLANDORF OH)

OH

10/20/2010 - 11/20/2015

FIRST INDEPENDENT FINANCIAL SERVICES, INC. (GLANDORF OH)

OH

11/02/2009 - 10/15/2010

INVESTMENT CENTERS OF AMERICA, INC. (GLANDORF OH)

OH

01/14/2003 - 10/30/2009

WOODBURY FINANCIAL SERVICES, INC. (GLANDORF OH)

IL

07/03/1996 - 12/31/2002

OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)

FL

07/13/1993 - 07/29/1996

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

NA

04/19/1984 - 07/30/1993

GREEN HILL FINANCIAL SERVICE CORPORATION

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Licenses & Designations

BC

Issued 06/14/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1985

Series 7 - General Securities Representative Examination

BC

Issued 06/01/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/18/1984

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bernard Aloysius Nienberg.
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