1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2REGAL ADVISORY SERVICES, INC.

Map pinGLENVIEW, IL
Phone877-488-6537
NotebookSEC #801-71619
Total AUM
$121.4M
Employees
25
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 NORTH MILWAUKEE AVENUE
SUITE 101
GLENVIEW
IL 60025-3771
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
877-488-6537
Other Offices
12

ReceiptFinancials

Total AUM
$121.4M
Accounts
274
Discretionary
$64.4M
Accounts
107
Non-Discretionary
$57M
Accounts
167

ContactClients

View more in analytics →

Individual Clients
224
AUM
$46.1M
HNW Individual Clients
45
AUM
$49.1M
Corporation or Business Clients
5
AUM
$26.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ARAZCAFLILLAMIMNNJNYOHOKTNTXVT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account