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Home > Retirement Planners > illinois > glenview > REGAL ADVISORY SERVICES, INC.
REGAL ADVISORY SERVICES, INC.
950 North Milwaukee Avenue
Suite 101
Glenview, Illinois 60025-3771
Tel: 877-488-6537
About REGAL ADVISORY SERVICES, INC.
REGAL ADVISORY SERVICES, INC, formally registered with the SEC as REGAL ADVISORY SERVICES, INC. The firm was established in 07/12/2010. They have over 14 offices throughout the country.
REGAL ADVISORY SERVICES, INC. is a Glenview, Illinois based Financial Planning firm with nearly $108,836,225 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123842 |
| SEC# | 801-71619 |
| Assets Managed by Firm | $108,836,225 |
| No. of Clients | 284 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 284 | $108,836,225 |
| Individuals (other than high net worth individuals) | 237 | $42,945,305 |
| High net worth individuals | 44 | $41,992,313 |
| Corporations or other businesses | Fewer than 5 clients | $23,898,607 |
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