Investment adviser · CRD 119445

REGAL ADVISORY SERVICES, INC.

Investment adviser filing (IA)

WOODLAND HILLS, CA, United States · Form ADV filed Jun 5, 2012

Regulatory AUM
$48.2M
Form ADV · Item 5.F
Client accounts
225
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 5, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

21800 BURBANK BLVD, SUITE 325
WOODLAND HILLS, CA, 91367, United States

CRD 119445

Filing source

Form ADV 650976 · Jun 5, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.