REGAL INVESTMENT Overview
Regal Investment Advisors Llc is an investment advisor that manages 672.5 MM dollars in regulatory AUM and has 117 employees, of which 103 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/13 to 12/31/20. The fund's latest filing disclosed 884MM in positions, representing 132% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 12/31/20. The fund's latest filing disclosed 884MM in positions, representing 132% of the manager's regulatory AUM.
REGAL INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
REGAL INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 4.85% | ETF | 2.08% | -0% | 0 | 10% | ||
| LQD | 2.27% | ETF | -6.56% | -0.17% | 0 | 7% | ||
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FEATURED IN
REGAL INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John A. Kailunas | Managing Member And President | January-2000 |
| Brian D. Yarch | Managing Member, Chief Operating Officer, Chief Compliance Officer | January-2000 |
| Donald N. Carlson | Executive Vice President | June-2012 |
| James C. Tassoni | Chief Investment Officer | March-2014 |
REGAL INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
REGAL INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Technical Analysis - i...
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We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Technical Analysis - i...
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REGAL INVESTMENT Portfolio Concentration
REGAL INVESTMENT Location
2687 44TH STREET SE
KENTWOOD, Michigan
UNITED STATES, 49512
KENTWOOD, Michigan
UNITED STATES, 49512
REGAL INVESTMENT Contact Information
Phone Number: 616-224-2204
Fax Number: 616-458-7402
Website: null
Fax Number: 616-458-7402
Website: null
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