Regal Wealth Group is a fee-only, SEC Registered Investment Advisor specializing in advising retirees, corporate professionals and business owners. For a new relationship, our bread and butter is helping you roll over and invest your IRA(s), 401k(s) and pension plan(s). Our typical client is close to or in retirement and looks to us for investment advice and wealth management including estate planning and tax minimization strategies.
View Top Employees from Regal Wealth Group| Website | http://regalwealthgroup.com |
| Revenue | $9 million |
| Employees | 5 (5 on RocketReach) |
| Founded | 2005 |
| Address | 12501 Seal Beach Blvd. Suite 280, Seal Beach, California 90740, US |
| Phone | (562) 799-1929 |
| Fax | (562) 799-0878 |
| Technologies |
JavaScript,
HTML,
PHP
+14 more
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Regal Wealth Group Questions
The Regal Wealth Group annual revenue was $9 million in 2024.
Darcy Pierce is the Senior Vice President Operations of Regal Wealth Group.
5 people are employed at Regal Wealth Group.
Regal Wealth Group is based in Seal Beach, California.
The NAICS codes for Regal Wealth Group are [52, 52393, 523, 5239].
The SIC codes for Regal Wealth Group are [628, 62].
Top Regal Wealth Group Employees
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ViewDarcy Pierce
Senior Vice President Operations at Regal Wealth Group
Jacksonville, Florida, United States24
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