Regal Wealth Group Inc.

Regal Wealth Group Inc. (CRD# 138374) is a financial advisory firm headquartered in Seal Beach, CA. They manage $140,550,000 in 270 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $520,556
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)
  • 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.

AZ, CA, NV, TX

Financial Advisors at Regal Wealth Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gary P. Klein
CRD#: 1021753
1250 Seal Beach Blvd, Suite 280, Seal Beach, CA 90740
96
Wealthminder
score

Gary Klein (CRD# 1021753) is an Investment Advisor Representative working at Regal Wealth Group Inc. in Seal Beach, CA and has over 21 years of experience in the finance industry.

2
William M. Beeler
CRD#: 2171363
12501 Seal Beach Blvd, Seal Beach, CA 90740
93
Wealthminder
score

William Beeler (CRD# 2171363) is an Investment Advisor Representative working at Regal Wealth Group Inc. in Seal Beach, CA and has over 26 years of experience in the finance industry.

3
Christine N. Klein
CRD#: 5403064
12501 Seal Beach Blvd, Suite 280, Seal Beach, CA 90740
93
Wealthminder
score

Christine Klein (CRD# 5403064) is an Investment Advisor Representative working at Regal Wealth Group Inc. in Seal Beach, CA and has over 10 years of experience in the finance industry.

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