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Building 2REGAL BAY INVESTMENT GROUP, LLC

Map pinMILWAUKEE, WI
Phone414-225-3551
NotebookSEC #801-136168
Total AUM
$114.5M
Employees
1
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 EAST WISCONSIN AVENUE
SUITE 1500
MILWAUKEE
WI 53202
United States
Operating Hours
8 A.M. - 4 P.M.
Monday - Friday
Phone
414-225-3551

ReceiptFinancials

Total AUM
$114.5M
Accounts
216
Discretionary
$1.1M
Accounts
5
Non-Discretionary
$113.4M
Accounts
211

ContactClients

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Individual Clients
216
AUM
$34.9M
HNW Individual Clients
46
AUM
$79.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTATIONS, INVESTMENT BANKING WITH BROKER/DEALERS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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