Regal Bay Investment Group, LLC

Regal Bay Investment Group, LLC (CRD# 121829) is a financial advisory firm headquartered in Milwaukee, WI. They manage $27,600,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $345,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 M. Langill
CRD#: 302093
250 East Wisconsin Avenue, Suite 1500, Milwaukee, WI 53202
93
Wealthminder
score

Ross Langill (CRD# 302093) is an Investment Advisor Representative working at Regal Bay Investment Group, LLC in Milwaukee, WI and has over 34 years of experience in the finance industry.

2
Steven J. Uyhely
CRD#: 703996
250 East Wisconsin Avenue, Suite 1500, Milwaukee, WI 53202
93
Wealthminder
score

Steven Uyhely (CRD# 703996) is an Investment Advisor Representative working at Regal Bay Investment Group, LLC in Milwaukee, WI and has over 36 years of experience in the finance industry.

3
Daniel M. Micha
CRD#: 1074542
250 East Wisconsin Avenue, Suite 1500, Milwaukee, WI 53202
38
Wealthminder
score

Daniel Micha (CRD# 1074542) is an Investment Advisor Representative working at Regal Bay Investment Group, LLC in Milwaukee, WI and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.