Regal Bay Investment Group, LLC

Regal Bay Investment Group, LLC (CRD# 121829) is a financial advisory firm headquartered in Milwaukee, WI. They manage $45,900,000 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
250 East Wisconsin Avenue, Suite 1500, Milwaukee, WI 53202
http://www.regalbayinvest.com/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $286,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Regal Bay Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ross Langill, financial advisor Milwaukee WI
Ross M. Langill
CRD#: 302093
250 East Wisconsin Avenue, Suite 1500, Milwaukee, WI 53202

Ross Langill (CRD# 302093) is an Investment Advisor Representative working at Regal Bay Investment Group, LLC in Milwaukee, WI and has over 41 years of experience in the finance industry.

2
Daniel Micha, financial advisor Milwaukee WI
Daniel M. Micha
CRD#: 1074542
250 E. Wisconsin Ave, Suite 1500, Milwaukee, WI 53202

Daniel Micha (CRD# 1074542) is an Investment Advisor Representative working at Regal Bay Investment Group, LLC in Milwaukee, WI and has over 40 years of experience in the finance industry.

3
Kathryn Kreider, financial advisor Milwaukee WI
Kathryn E. Kreider
CRD#: 7294221
250 East Wisconsin Avenue, Suite 1500, Milwaukee, WI 53202

Kathryn Kreider (CRD# 7294221) is an Investment Advisor Representative working at Regal Bay Investment Group, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

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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