Assets Under Management
$113.5M
Number of Clients
285
Number of Advisors
23
Average Client AUM
$398K
AUM per Advisor
$4.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Regal Advisory Services offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. They develop tailored investment programs based on client goals, risk tolerance, and financial circumstances. They utilize various research methods and may recommend alternative investments.
950 North Milwaukee Avenue, Suite 101, Glenview, IL, 60025-3771