REGAL INVESTMENT ADVISORS LLC

2687 44th Street Se
Kentwood, Michigan 49512
Tel: 616-224-2204

About REGAL INVESTMENT ADVISORS LLC

REGAL INVESTMENT ADVISORS LLC, formally registered with the SEC as REGAL INVESTMENT ADVISORS LLC. The firm was established in 10/19/2010. They have over 78 offices throughout the country.

REGAL INVESTMENT ADVISORS LLC is a Kentwood, Michigan based Financial Planning firm with nearly $2,550,489,630 assets under management, offering retirement planning & investment advisory services to 12870 clients. The firm is staffed with 140 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125004
SEC#	801-71923
Assets Managed by Firm	$2,550,489,630
No. of Clients	12870
No. of Advisors	140

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	12870	$2,550,489,630
Individuals (other than high net worth individuals)	8406	$1,553,021,358
High net worth individuals	397	$811,677,918
Pension and profit sharing plans	41	$142,429,108
Charitable organizations	6	$2,788,690
Corporations or other businesses	83	$40,572,556

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