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Regal Holdings

EST. AUM
$2,877,296,720

CONTACTS
12

CLIENT ACCOUNTS
13,473

Firm Details

Metro area Grand Rapids
CRD Number 125004
Website regal-holdings.com
Client types

Overview

Regal Holdings provides a suite of services for financial advisors, including independent advisor support, investment advisory, broker-dealer services, and outsourced solutions. Their offerings include establishing individual brands, utilizing advanced technology and marketing platforms, and integrating systems for efficiency. Their program, Increase Your Quality of Life (IQL), aims to enhance both personal and professional growth for advisors. Regal Holdings also includes entities like Regal Financial Group, Regal Investment Advisors, Regulus Financial Group, and LionShare.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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