Regulus Financial Group, LLC
Firm details
- Headquarters
- Kentwood, Michigan
- CRD number
- 150631
- Registered since
- July 16, 2010
- Website
- regal-regulus.com
Firm profile
FINTRXOverview
Regulus Financial Group, LLC is organized as a limited liability company and is listed as SEC-registered since 2010. The firm’s FINTRX snapshot identifies it as a domestic entity with individual ownership and leaves its regulatory classification as unclassified. In filings the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Available data on the firm’s advisory activities, client types, and fee structure are not provided in the source material. The limited public detail suggests either minimal disclosure to the data source or that the firm operates without the specific designations tracked in the snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7
Thomas Bonnington
Chief Compliance OfficerCRD 6804667

Kelley Luttrull
Chief Financial OfficerCRD 7363208

Gregory Brick
Founder & CEOCRD 2842477
Contacts
3 of 113
Phillip Owens
Investment Advisor RepresentativeCRD 6104195

Kaponotuitalau Faitau
AssistantCRD 6910720

Matthew Mortillaro
Investment Advisor RepresentativeCRD 7303849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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