Regal Wealth Advisors

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

26 Columbia Tpke Ste 107, Florham Park, ...

Phone Number

(973) 845-2494

Revenue

<$5 Million

Industry

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

Regal Wealth Advisors specializes in custom wealth management, providing tailored strategies to meet the unique needs and goals of their clients. With a focus on lifelong financial guidance, the firm leverages years of experience to assist clients through various life transitions. They emphasize a value-based investment approach, prioritizing trust, honesty, and integrity in their services. Their comprehensive financial management includes wealth accumulation, lifestyle preservation, and legacy transfer, ensuring that all client needs are addressed.Explore more
Regal Wealth Advisors's Social MediaPopular SearchesRegal Wealth AdvisorsRegal Wealth Advisors LLCregaladvisors.comRegal Tax Advisors LLCAdvisorsSIC Code 62,628NAICS Code 52,523Show more

Regal Wealth Advisors Org Chart

PhoneEmail
MM
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Financial Advisor & Planner & Director, Finan...

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RT
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Manager, Financial Operations

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FD
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Financial Advisor & Manager, Investment

PhoneEmail
BS
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Client Relationship Manager

PhoneEmail
JD
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Client Relationship Manager

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EL
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Client Relationship Manager

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Compare Similar Companies to Regal Wealth Advisors

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regal Wealth Advisors

<$5M
1-10
Private
-
2016
MM
Michael McCarthyFinancial Advisor & Planner & Director, Financial Planning
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

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.regaladvisors.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, Bayntree Wealth Advisors, Carlson Wealth, Waterford Advisors
What technology does Regal Wealth Advisors use?
Some of the popular technologies that Regal Wealth Advisors uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Microsoft 365
How do I contact Regal Wealth Advisors?
Regal Wealth Advisors contact info: Phone number: (973) 845-2494 Website: www.regaladvisors.com
What does Regal Wealth Advisors do?

Regal Wealth Advisors specializes in custom wealth management, providing tailored strategies to meet the unique needs and goals of their clients. With a focus on lifelong financial guidance, the firm leverages years of experience to assist clients through various life transitions. They emphasize a value-based investment approach, prioritizing trust... , honesty, and integrity in their services. Their comprehensive financial management includes wealth accumulation, lifestyle preservation, and legacy transfer, ensuring that all client needs are addressed.Read More

What are Regal Wealth Advisors social media links?
Regal Wealth Advisors Linkedin page Regal Wealth Advisors Facebook page
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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