Regal Wealth Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

108 Foxshire Dr # 2, Lancaster, Pennsylv...

Phone Number

(717) 838-3178

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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ZI Rank
1
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About Regal Wealth Advisors

Regal Wealth Advisors provides comprehensive financial planning services including retirement, estate, tax, and divorce planning, alongside asset management and exit planning solutions. The firm emphasizes detailed planning tailored to the client's personal goals and family dynamics, ensuring a collaborative approach from the initial consultation. Their dedicated team of financial professionals is committed to ethical practices and strives to create long-term strategies for their clients' financial futures. Intended clients include individuals and families seeking to develop a long-term financial strategy and those in need of specialized financial advice.Explore more
Popular SearchesRegal Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Regal Wealth Advisors Org Chart

PhoneEmail
MZ
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President & Founder

PhoneEmail
JH
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Chief Operating Officer

PhoneEmail

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Compare Similar Companies to Regal Wealth Advisors

Compare insights from companies similar to Regal Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regal Wealth Advisors

<$5M
1-10
Private
-
-
MZ
Michael ZimmermanPresident & Founder
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Regal Wealth Advisors Tech Stack

A closer look at the technologies used by Regal Wealth Advisors

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Frequently Asked Questions Regarding Regal Wealth Advisors

What is Regal Wealth Advisors's official website?
Regal Wealth Advisors's official website is www.regal-wealth.com
What is Regal Wealth Advisors's Revenue?
Regal Wealth Advisors's revenue is <$5 Million
What is Regal Wealth Advisors's SIC code?
Regal Wealth Advisors's SIC: 62,628
What is Regal Wealth Advisors's NAICS code?
Regal Wealth Advisors's NAICS: 52,523
How many employees does Regal Wealth Advisors have?
Regal Wealth Advisors has 1-10 employees
What industry does Regal Wealth Advisors belong to?
Regal Wealth Advisors is in the industry of: Finance, Securities Trading
What is Regal Wealth Advisors competition?
Regal Wealth Advisors top competitors include: Ratcliff Financial Services, Waterford Advisors, Sterling Total Wealth Solutions, ECL Private Wealth Management
What technology does Regal Wealth Advisors use?
Some of the popular technologies that Regal Wealth Advisors uses are: Drupal, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Regal Wealth Advisors?
Regal Wealth Advisors contact info: Phone number: (717) 838-3178 Website: www.regal-wealth.com
What does Regal Wealth Advisors do?

Regal Wealth Advisors provides comprehensive financial planning services including retirement, estate, tax, and divorce planning, alongside asset management and exit planning solutions. The firm emphasizes detailed planning tailored to the client's personal goals and family dynamics, ensuring a collaborative approach from the initial consultation.... Their dedicated team of financial professionals is committed to ethical practices and strives to create long-term strategies for their clients' financial futures. Intended clients include individuals and families seeking to develop a long-term financial strategy and those in need of specialized financial advice.Read More

Is Regal Wealth Advisors a public company?
Regal Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Regal Wealth Advisors

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