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Building 2REGAL WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone(212) 370-6060
NotebookSEC #801-117357
Total AUM
$114.7M
Employees
4
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
209 EAST 31ST STREET
NEW YORK
NY 10016
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(212) 370-6060

ReceiptFinancials

Total AUM
$114.7M
Accounts
135
Discretionary
$114M
Accounts
129
Non-Discretionary
$746.9K
Accounts
6

ContactClients

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Individual Clients
22
AUM
$7.1M
HNW Individual Clients
36
AUM
$107.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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