Regional Investment Services, Inc.
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 46929
- Registered since
- July 21, 1999
Firm profile
FINTRXOverview
Regional Investment Services, Inc. is organized as a corporation and is reported to be owned by a combination of a domestic entity and an individual. Public filings and the firm’s supplied data are sparse: there is no disclosure of client types, fee schedules, specific advisory services, or investment process. The firm is identified as unclassified in the available snapshot, and there are no listed affiliations or industry activities provided. The firm is not described as operating across multiple states, it is not presented as a newly formed advisory business, and it is not identified as a pension consultant or as a related adviser to another entity. Those limited structural data points suggest a small, narrowly documented operation rather than a multi-jurisdictional wealth manager, but there is insufficient public detail to profile client segments, service models, or target markets.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 333 S Garland Ave
- Time zone
- ET (UTC-5)
- Office locations
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