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George Bokios

REGAL ADVISORY SERVICES, INC.·GLENVIEW, Illinois
Unclaimed Profile
950 NORTH MILWAUKEE AVENUE, GLENVIEW, IL 60025-3771CRD# 718774Firm CRD# 123842
01

About

George Bokios is a registered financial advisor based in GLENVIEW, Illinois, affiliated with REGAL ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
REGAL ADVISORY SERVICES, INC.
REGAL ADVISORY SERVICES, INC.
AUM
$109M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at REGAL ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 718774
Firm CRD# 123842
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Bokios offer?
George Bokios specializes in Financial Planning, Investment Management. Contact their office in GLENVIEW, Illinois for a consultation.
What are George Bokios's credentials?
George Bokios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Bokios located?
George Bokios is based in GLENVIEW, Illinois, working with REGAL ADVISORY SERVICES, INC.. Their office serves clients in the GLENVIEW metropolitan area and surrounding communities.
How does George Bokios charge for services?
George Bokios's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REGAL ADVISORY SERVICES, INC.?
REGAL ADVISORY SERVICES, INC. has approximately 24 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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