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Building 2REGAL ADVISORY SERVICES, INC.

Map pinWOODLAND HILLS, CA
Phone818-610-0079
NotebookSEC #801-61358
Total AUM
$48.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21800 BURBANK BLVD
SUITE 325
WOODLAND HILLS
CA 91367
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
818-610-0079

ReceiptFinancials

Total AUM
$48.2M
Accounts
225
Discretionary
$36.4M
Accounts
200
Non-Discretionary
$11.8M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFL

HandshakeAffiliates

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

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