Regal Wealth Group Inc., a small investment advisory firm headquartered in Seal Beach, CA, boasts an impressive track record and a solid reputation within the financial industry. With over 230 individual clients and more than $190,862,000 in assets under management, they have established themselves as a trusted partner for individuals and employer 401Ks alike.
Committed to delivering exceptional service, Regal Wealth Group Inc. operates three offices strategically located to cater to their diverse client base. Their team of five dedicated employees, including three experienced investment advisors, possess a wealth of knowledge a...
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Assets Under Mgmt
$190.86M
Investment Professionals
3
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: ADVICE ON MATTERS NOT INVOLVING SECURITIES.
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