Regal Wealth is an investment advisor in Seal Beach with $233.62 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61763159
SEC advisor number
801-65444
FINRA CRD number
138374
AUM ?
$190.86 mm
(as of 31 Mar 23)
Accounts
586
(as of 31 Mar 23)
Employees
5
(3 investment advisory or research)
Address
Regal Wealth
12501 SEAL BEACH BOULEVARD
SUITE 280
SEAL BEACH
CA 90740
12501 SEAL BEACH BOULEVARD
SUITE 280
SEAL BEACH
CA 90740
Phone
562-799-1929
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21