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Chief Compliance Officer · Royal Fund Management, LLC

Stephanie Maufroy

CRD 7260363 · Named on Form ADV at one SEC-registered adviser

At a glance

Royal Fund Management, LLC, an SEC-registered wealth manager based in Lady Lake, FL with $1.6 billion in regulatory assets, lists Stephanie Maufroy on its Form ADV as Chief Compliance Officer.

Firms and roles

AtlasMembers

Stephanie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark R. SorensenManaging Member/chief Executive Officer, Royal Fund Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephanie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.