Regal Bay Investment Group
Contacts
Business description
Regal Bay located in Milwaukee, Wisconsin, since June of 2002. The firm is a RIA specializes in wealth management and investment banking.
Regal Bay Investment Group LLC specializes in providing wealth management through separately managed brokerage accounts. Clients such as individuals, trusts, estates, corporations, pension and profit sharing plans and other business entities may have their investments managed continuously on a discretionary or non-discretionary basis. Regal Bay also counsels financial institutions on Syndicate and underwriting matters. In addition Regal Bay may furnish advice to clients on matters not involving securities.
General information
- Business Services Financial Investment Advice Financial Advisory Services
Estimated number of employees: | 10 to 19 | |
Annual sales estimate: | 0 | |
City / suburb: | Milwaukee, WI | |
County: | Milwaukee |
venture capital, hedge fund management, risk management software, syndicate manager, securities principal, officer of supervisory jurisdiction, full service broker, ipos, seperately managed accounts, registered investment adviser, money management, wealth management, secondary offerings, closed end fund offerings, preferred offerings, options trading, financial management & consulting, follow on offerings, initial public offerings, securities brokers, mergers and acquisitions services, private placements, equity syndicate, underwriting, international financial services, financial planning services, investment advisory services, financial services, investment services, financial planner
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