Regulus Financial Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
117
Avg account
$0

Firm details

Headquarters
Kentwood, Michigan
CRD number
150631
Registered since
July 16, 2010

Firm profile

FINTRX

Overview

Regulus Financial Group, LLC is organized as a limited liability company. Source records classify the firm as "Unclassified" and identify its ownership as a combination of a domestic entity and an individual. The materials reviewed do not describe core advisory activities, a client demographic, or a fee model. The firm is not listed as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. It is also marked as not being a multi-state adviser and not newly formed. Public filings and the dataset provide only limited operational detail, so specific investment approach, product mix, or target client segments are not disclosed.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Thomas Bonnington

    Thomas Bonnington

    Chief Compliance OfficerCRD 6804667

  • James Musgrave

    James Musgrave

    Founder and CEOCRD 2997304

  • John Kailunas

    John Kailunas

    Founder & CEOCRD 2048289

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Contacts

3 of 111
  • Aaron Tice

    Aaron Tice

    Registered RepresentativeCRD 5643342

  • Jacob Defilippo

    Jacob Defilippo

    AdvisorCRD 5712967

  • Matteo Petrillo

    Matteo Petrillo

    Managing PartnerCRD 5099009

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Kentwood, MI

Kent

Location

Kentwood, MI

Headquartered in Kentwood, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
Kent
Address
2687 44th St Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth