CRD: 121829
Regal BAY Investment Group, LLC
$114.5M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
287 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2003
- Office Locations
- 1
Office Locations
250 East Wisconsin Avenue Suite 1500 Milwaukee WI
About Regal BAY Investment Group, LLC
Regal Bay Investment Group is a Milwaukee-based fiduciary RIA providing holistic investment advice and financial planning, including estate and retirement planning, insurance, and portfolio construction. The firm serves retail clients and builds portfolios with a heavy ETF allocation alongside cash and U.S. government/agency bonds, with RBC as a key custodian.
Team overview
69 AVG AGE
$114.5M AVG AUM / ADVISOR
$399.0K AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROSS MASON LANGILL
Chairman, Chief Compliance Officer, Chief Executive Officer
- CRD
- #302093
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DANIEL MARKUS MICHA
Founder
- CRD
- #1074542
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,100,000 | -- |
| Non-Discretionary | $113,400,000 | -- |
| Total | $114,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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