# REGAL ADVISORY SERVICES, INC.

REGAL ADVISORY SERVICES, INC. of WOODLAND HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 119445
- Type: SEC-registered investment adviser
- SEC file number: 801-61358
- Location: 21800 BURBANK BLVD, SUITE 325, WOODLAND HILLS, CA, 91367
- Phone: 818-610-0079
- Latest filing: 2012-06-05
- Regulatory AUM: $48.2M
- Discretionary AUM: $36.4M
- Non-discretionary AUM: $11.8M
- Clients: 6
- Accounts: 225

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| LYONS LISA MARIE | PRINCIPAL/IAR; SHAREHOLDER | — |
| GRIFFIN JASON THOMAS | CCO/IAR; CHIEF COMPLIANCE OFFICER/IAR | — |
| BEELER WILLIAM MALCOLM | PRESIDENT; PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| KLEIN GARY PETER | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119445/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119445/similar
- Related entities: https://search.stillhousedata.com/firm/119445/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119445

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.