Regal Wealth Group Inc

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Assets, Funds, Holdings

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Regal Wealth Group Inc
CRD #138374
SEC #801-65444
CIK #1656537
AUM $163.3 MM (100% Disc, 100% US)
Employees4 (75% Investors, 0% Brokers)
Phone562-799-1929
Address12501 Seal Beach Blvd, Suite 280
Seal Beach, CA 90740
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVW 17.7
IVE 17.7
USMV 11.7
LQD 9.3
IVV 8.8
BA 226,000.0 8.5
AGG 8.4
ROK 21,320.0 5.9
HYG 5.1
IJR 3.5
View All
Holdings by Sector ($BB)
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