Regal Advisory Services

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

5959 Topanga Canyon Blvd Ste 180, Woodla...

Phone Number

(818) 610-0070

Revenue

$6.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Regal Advisory Services

Regal Advisory Services, Inc. is a Registered Investment Advisor that specializes in retirement planning and wealth management services. The company focuses on helping clients analyze their financial resources and options before retirement, as well as managing their finances during retirement to ensure a comfortable lifestyle. They pride themselves on building long-term relationships with clients and guiding them through their financial goals and retirement transitions. Their services cater to individuals looking to build a financial portfolio or plan for retirement.Explore more
Regal Advisory Services's Social MediaPopular Searchesregal advisory services IncRegal Advisory ServicesRegal Advisory Service IncRegal AdvisoryRegal Advisory Svc IncSIC Code 62,628NAICS Code 52,523Show more

Regal Advisory Services Org Chart

PhoneEmail
AY
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regal Advisory Services

$6.3M
11-50
Private
-
1996
AY
Ashley YounanManager, Operations
<$5M
1-10
Private
-
2016
CC
Christopher CallahanDirector, Operations
<$5M
1-10
Private
-
-
DA
Diane AvinaAdministrative Assistant
<$5M
1-10
Private
-
-
AC
Allikan CookChief Financial Officer & Investment Advisor & Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
EB
Eden BaggsClient Relationship Manager
<$5M
1-10
Private
-
2007
LM
Lily McleanSupervisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Regal Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Regal Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Regal Advisory Services.

Regal Advisory Services Tech Stack

A closer look at the technologies used by Regal Advisory Services

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Frequently Asked Questions Regarding Regal Advisory Services

What is Regal Advisory Services's official website?
Regal Advisory Services's official website is www.regaladvisory.com
What is Regal Advisory Services's Revenue?
Regal Advisory Services's revenue is $6.3 Million
What is Regal Advisory Services's SIC code?
Regal Advisory Services's SIC: 62,628
What is Regal Advisory Services's NAICS code?
Regal Advisory Services's NAICS: 52,523
How many employees does Regal Advisory Services have?
Regal Advisory Services has 11-50 employees
What industry does Regal Advisory Services belong to?
Regal Advisory Services is in the industry of: Finance, Securities Trading
What is Regal Advisory Services competition?
Regal Advisory Services top competitors include: Edge Investment Solutions, Westside Investment Management, Dave Kaplan, Strategic Wealth Partners
What technology does Regal Advisory Services use?
Some of the popular technologies that Regal Advisory Services uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Smarsh
How do I contact Regal Advisory Services?
Regal Advisory Services contact info: Phone number: (818) 610-0070 Website: www.regaladvisory.com
What does Regal Advisory Services do?

Regal Advisory Services, Inc. is a Registered Investment Advisor that specializes in retirement planning and wealth management services. The company focuses on helping clients analyze their financial resources and options before retirement, as well as managing their finances during retirement to ensure a comfortable lifestyle. They pride themselves... on building long-term relationships with clients and guiding them through their financial goals and retirement transitions. Their services cater to individuals looking to build a financial portfolio or plan for retirement.Read More

What are Regal Advisory Services social media links?
Regal Advisory Services Linkedin page Regal Advisory Services Facebook page
Is Regal Advisory Services a public company?
Regal Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Regal Advisory Services

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