Regal Advisory Services, Inc.
Regal Advisory Services, Inc. is an SEC-registered mass-market adviser in Glenview, IL with $121.4M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Regal Advisory Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123842, SEC 801-71619, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $121.4M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Glenview, IL
- Employees
- 25
- Clients
- 274
- CRD
- 123842
- Ownership
- AKSOMITAITE, SKAISTE; VILLAFLOR, ROBERT, FUSTER; GARCIA, DAVID, GEORGE; BOKIOS, EUGENIA, THEADORA; BOKIOS, GEORGE
How much AUM does Regal Advisory Services, Inc. have?
Regal Advisory Services, Inc. reported $121.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Regal Advisory Services, Inc.?
Disclosed owners and executives of Regal Advisory Services, Inc. include AKSOMITAITE, SKAISTE, VILLAFLOR, ROBERT, FUSTER, GARCIA, DAVID, GEORGE, BOKIOS, EUGENIA, THEADORA, BOKIOS, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.