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).
Total Assets Under Management3MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$500,812
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
John Jones (CRD# 4941595) is an Investment Advisor Representative working at Regalia Financial Advisors, LLC in Winter Park, FL and has over 3 years of experience in the finance industry.