Regal Wealth Group

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Regal Wealth Group — overview

Assets Under Management

Type

Family Office - Multi

Location

Seal Beach, CA, US

Alternative Asset Classes

-

About

Regal Wealth Group is a Seal Beach, California-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, income planning, estate planning, tax planning, family office, retirement planning, insurance analysis, wealth planning, investment management, portfolio management, and wealth management. The firm advises individuals, high-net-worth individuals, trusts, estates, charitable organizations, families, corporations, and business entities.

Regal Wealth Group - known decision makers (3)

Contact NamePositionLocationEmailTelephoneAsset Class
Co-Founder & Chartered Financial ConsultantSeal Beach, USGEN
Co-Founder,President & Chief Compliance OfficerSeal Beach, USGEN
Financial Advisor & Investment AdvisorSeal Beach, USGEN

Showing 3 of 3 known decision makers Regal Wealth Group

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