CRD: 123842
Regal Advisory Services, Inc.
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- Custodian
- Hilltop Securities ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2002
- Office Locations
- 16
Office Locations
About Regal Advisory Services, Inc.
Regal Advisory Services is an independent, unconflicted advisor delivering personalized wealth solutions for individuals, families, and business owners, with a long-term, disciplined approach to growing, protecting, and using wealth for retirement, legacy, and philanthropy. Portfolios lean heavily on ETFs and public funds, and the firm supports implementation on platforms like Envestnet.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE BOKIOS
Investment Advisor
- CRD
- #718774
- Ownership
- 50% but less than 75%
SKAISTE AKSOMITAITE
Secretary, TREASURER
- CRD
- #4852873
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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SCOTT KENDALL BRANSON
Financial Advisor
- CRD
- #2251962
George James Carroll
--
- CRD
- #7676014
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,397,450 | $601,845 |
| Non-Discretionary | $57,032,567 | $341,512 |
| Total | $121,430,017 | $443,175 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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