Regal Wealth Group

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Description

  • Regal Wealth Group is a fee-only, SEC Registered Investment Advisor specializing in advising retirees, corporate professionals and business owners. For a new relationship, our bread and butter is helping you roll over and invest your IRA(s), 401k(s) and pension plan(s). Our typical client is close to or in retirement and looks to us for investment advice and wealth management including estate planning and tax minimization strategies.
  • location

    Headquarters:12501 Seal Beach Boulevard Suite 280, Seal Beach, California, United States

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  • Regal Wealth Group phone

    Phone Number: +1 562-799-1929

  • Regal Wealth Group website

    Website: https://www.regalwealthgroup.com

  • Regal Wealth Group employees

    Employees:2

  • Regal Wealth Group revenue

    Revenue:$0 - 1M

  • Regal Wealth Group legal name

    Legal Name:Regal Wealth Group

  • Regal Wealth Group's Social Media

    Regal Wealth Group linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Vice President Client Services for Regal Wealth Group

Jodi Edwards

Vice President Client Services

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View Employees

Jodi Edwards

Vice President Client Services

Darcy Pierce

Senior Vice President Operations

Frequently Asked Questions regarding Regal Wealth Group

  • Where are Regal Wealth Group's Headquarters?

    Regal Wealth Group's Headquarters are in 12501 Seal Beach Boulevard Suite 280,Seal Beach,California,United States

  • What is Regal Wealth Group's phone number?

    Regal Wealth Group's phone number is +1 562-799-1929

  • What is Regal Wealth Group's official website?

    Regal Wealth Group's official website is https://www.regalwealthgroup.com

  • What is Regal Wealth Group's Revenue?

    Regal Wealth Group's revenue is $0 - 1M

  • What is Regal Wealth Group's NAICS code?

    Regal Wealth Group's NAICS code is 523930

  • How many employees are working in Regal Wealth Group

    Regal Wealth Group has 2 employees

  • What is Regal Wealth Group's Industry?

    Regal Wealth Group is in the industry of Financial Services

  • Who is Regal Wealth Group's Vice President Client Services?

    Regal Wealth Group's Vice President Client Services is Jodi Edwards

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