REGAL ADVISORY SERVICES, INC.
CRD #119445 SEC #801-61358 WOODLAND HILLS, CA 818-610-0079
SEC Registered
Total AUM
$48.2M
Discretionary
$36.4M
Employees
6
Clients
1
Accounts
225
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $48.2M | $36.4M | $11.8M | 6 | 26 |
| Apr 2012 | $48.2M | $36.4M | $11.8M | 6 | 26 |
| Mar 2012 | $48.2M | $36.4M | $11.8M | 6 | 26 |
| Oct 2009 | $113.3M | $24.3M | $89.1M | 10 | -- |
| Mar 2008 | $99.5M | $24.3M | $75.2M | 10 | -- |
| Mar 2007 | $110.8M | $0 | $110.8M | 10 | -- |
| Mar 2006 | $98.4M | $98.4M | $0 | 10 | -- |
| Nov 2005 | $215M | $215M | $0 | 10 | -- |
| Jun 2005 | $215M | $36M | $179M | -- | -- |
| May 2005 | $215M | $36M | $179M | -- | -- |
| Jan 2005 | $191M | $191M | $0 | -- | -- |
| Aug 2004 | $191M | $191M | $0 | -- | -- |
| Mar 2004 | $191M | $191M | $0 | -- | -- |
DateJun 2012
Total AUM$48.2M
Discretionary$36.4M
Non-Disc.$11.8M
Employees6
Clients26
DateApr 2012
Total AUM$48.2M
Discretionary$36.4M
Non-Disc.$11.8M
Employees6
Clients26
DateMar 2012
Total AUM$48.2M
Discretionary$36.4M
Non-Disc.$11.8M
Employees6
Clients26
DateOct 2009
Total AUM$113.3M
Discretionary$24.3M
Non-Disc.$89.1M
Employees10
Clients--
DateMar 2008
Total AUM$99.5M
Discretionary$24.3M
Non-Disc.$75.2M
Employees10
Clients--
DateMar 2007
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees10
Clients--
DateMar 2006
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$215M
Discretionary$36M
Non-Disc.$179M
Employees--
Clients--
DateMay 2005
Total AUM$215M
Discretionary$36M
Non-Disc.$179M
Employees--
Clients--
DateJan 2005
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees--
Clients--