Regal Investment Advisors is an investment advisor in Kentwood with $2.04 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Regal Investment Advisors, LLC
SEC CIK
IRS number
223844414
SEC advisor number
801-71923
FINRA CRD number
125004
AUM ?
$2.55 bn
(as of 28 Mar 24)
Accounts
12,870
(as of 28 Mar 24)
Employees
140
(117 investment advisory or research)
Address
Regal Investment Advisors
2687 44TH STREET SE
KENTWOOD
MI 49512
2687 44TH STREET SE
KENTWOOD
MI 49512
Phone
616-224-2204
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Mar 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22