Investment adviser · CRD 138374

REGAL WEALTH GROUP INC.

Investment adviser filing (IA)

SEAL BEACH, CA, United States · Form ADV filed Mar 14, 2024

Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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: Mar 14, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12501 SEAL BEACH BLVD, SUITE 280
SEAL BEACH, CA, 90740, United States

CRD 138374

Filing source

Form ADV 1845075 · Mar 14, 2024 · 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.