Regalia Financial Advisors, LLC
Regalia Financial Advisors, LLC (CRD# 207514) is a financial advisory firm headquartered in Winter Park, FL. They manage $2,504,059 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Regalia Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$500,812
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Regalia Financial Advisors, LLC
No Advisor Found.
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