Regal Investment Advisors LLC

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Assets, Funds, Holdings

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Regal Investment Advisors LLC
CRD #125004
SEC #801-71923
CIK #
AUM $1.3 BB (99% Disc, 100% US)
Employees130 (91% Investors, 45% Brokers)
Phone616-224-2204
Address2687 44th Street Se
Kentwood, MI 49512
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 14.7
IJR 10.1
LQD 10.0
SPY 9.6
ABBV 115,170.0 7.8
VEA 7.7
PFF 7.5
EEM 7.2
T 220,140.0 6.9
MSFT 865,660.0 6.8
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Holdings by Sector ($BB)
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