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Regal Advisory Services, Inc.

● SEC registered since 2010CRD 123842SEC# 801-71619Glenview, IL
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Reg. AUM
$113.5M
Employees
24
Accounts
289
Location
Glenview, IL

Regal Advisory Services, Inc. assets under management

Regal Advisory Services, Inc. operates as an SEC-registered investment adviser based in Glenview, IL. The firm has been registered since 2010. It reports $113.5 million in regulatory assets under management and employs 24 people.
www.linkedin.com/company/regal-advisory-services-incView on SEC.gov ↗

Regal Advisory Services, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Bokios 2012 Dynasty Trust ControlShareholder25-50%2012
George Bokios ControlShareholder/ Interim Chief Compliance Officer50-75%2001
Michael Dean ThomasDirector Of Relationship ManagementUnder 5%2025
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Frequently asked questions

How much does Regal Advisory Services, Inc. manage?

Regal Advisory Services, Inc. reports $113.5 million in regulatory assets under management on its Form ADV.

How many employees does Regal Advisory Services, Inc. have?

Regal Advisory Services, Inc. reports 24 employees.

Where is Regal Advisory Services, Inc. located?

Regal Advisory Services, Inc. is based in Glenview, IL and has been SEC-registered since 2010.

Does Regal Advisory Services, Inc. disclose fund performance?

Regal Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025-3771
Phone877-488-6537
Fax847-375-6033
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$42.4M
Non-discretionary$71.2M
Total (RAUM)$113.5M