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REGAL WEALTH GROUP INC.
REGAL WEALTH GROUP INC.
SEAL BEACH, California
·
3 registered advisors
·
CRD# 138374
SEC# 801-65444
2
562-799-1929
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at REGAL WEALTH GROUP INC.
3 registered advisors
Gary Peter Klein
SEAL BEACH, California
CRD# 1021753
Jacqueline A. Bailey-Beeler
SEAL BEACH, California
CRD# 7324405
William Malcolm Beeler
SEAL BEACH, California
CRD# 2171363
05
Office Locations
SEAL BEACH, California
3 advisors
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Data sourced from SEC Form ADV filings. REGAL WEALTH GROUP INC. (CRD# 138374) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.