Regal Wealth Group Inc

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Regal Wealth Group Inc
CRD #138374
SEC #801-65444
CIK #0001656537
AUM
Employees 5 (60% Investors, 0% Brokers)
Phone562-799-1929
Address12501 Seal Beach Blvd, Suite 280
Seal Beach, CA 90740
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002005201120182025
CIK Period
0001656537
Sector Form 13F Holdings Value ($M)
Boeing Co 5.2
Rockwell Automation Inc 4.6
Skyworks Solutions Inc 1.2
Apple Inc 1.2
Microsoft Corp 0.7
United Technologies Corp /DE/ 0.7
Merck & Co Inc 0.6
UnitedHealth Group Inc 0.5
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001656537]
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