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Judith Mary Carlson

Royal Fund Management, LLC

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About Judith Mary Carlson

Judith Carlson is a registered investment advisor with Royal Fund Management, LLC. Judith has a Series 65 license and is licensed in Colorado. Judith has over 10 years of experience in the financial services industry and has a strong commitment to providing personalized financial advice to her clients. Judith specializes in financial planning, portfolio management for individuals, and selection of other advisors. Judith also offers services as a sub-advisor to other advisors. Judith has a strong track record of success in helping her clients achieve their financial goals.

Firm Information

Judith Carlson 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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Judith Carlson’s Registration & Firm History

CO

01/26/2022 - Present

Royal Fund Management, LLC (Lone Tree CO)

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Licenses & Designations

IA

Issued 01/06/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Judith Mary Carlson.
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