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REGAL WEALTH GROUP INC.
12501 Seal Beach Blvd, Suite 280
Seal Beach, California 90740
Tel: 562-799-1929
About REGAL WEALTH GROUP INC.
REGAL WEALTH GROUP INC, formally registered with the SEC as REGAL WEALTH GROUP INC. The firm was established in 01/23/2006. They have over 3 offices throughout the country.
REGAL WEALTH GROUP INC. is a Seal Beach, California based Financial Planning firm with nearly $190,861,580 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 138374 |
| SEC# | 801-65444 |
| Assets Managed by Firm | $190,861,580 |
| No. of Clients | 586 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 586 | $190,861,580 |
| Individuals (other than high net worth individuals) | 229 | $86,216,049 |
| High net worth individuals | 44 | $98,491,553 |
| Pension and profit sharing plans | $4,945,515 | |
| Charitable organizations | Fewer than 5 clients | $1,208,349 |
| Corporations or other businesses | Fewer than 5 clients | $114 |
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