REGAL WEALTH GROUP INC.

SEAL BEACH, California·3 registered advisors·CRD# 138374
SEC# 801-654442562-799-1929
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 PlanningInvestment Management
04

Advisors at REGAL WEALTH GROUP INC.

3 registered advisors
Gary Peter Klein
SEAL BEACH, California
Jacqueline A. Bailey-Beeler
SEAL BEACH, California
William Malcolm Beeler
SEAL BEACH, California
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.