Regal Advisory Services, Inc.

Regal Advisory Services, Inc. (CRD# 123842) is a financial advisory firm headquartered in Glenview, IL. They manage $108,836,225 in 284 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025
https://www.regaladvisoryservices.com
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $383,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, FL, IL, LA, MA, ME, MI, NC, NJ, NY, OH, OK, TN, TX, VT

Financial Advisors at Regal Advisory Services, Inc.
Showing 21 - 23 of 23 top financial advisors.
21
Steven Smith, financial advisor Glenview IL
Steven M. Smith
CRD#: 1176036
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

Steven Smith (CRD# 1176036) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 40 years of experience in the finance industry.

22
Kevin Stemberger, financial advisor Farmington Hills MI
Kevin J. Stemberger
CRD#: 1016446
31550 Northwestern Highway, Ste 101, Farmington Hills, MI 48334

Kevin Stemberger (CRD# 1016446) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Farmington Hills, MI and has over 37 years of experience in the finance industry.

23
Andrew Zimmer, financial advisor Glenview IL
Andrew R. Zimmer
CRD#: 2052665
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

Andrew Zimmer (CRD# 2052665) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 33 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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