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 SEC-registered, with registration dating to 2010. The firm is listed in the source as owned by a domestic entity and an individual and is classified in the dataset as "unclassified," with no further breakdown of its business lines or client segments provided. The FINTRX snapshot flags several negative indicators: Regulus is not identified as a capital allocator, not active on ESG investing, and is not recorded as a pension consultant or related adviser. The firm also appears not to be newly formed. The dataset does not supply detail on fee models, advisory services, or the types of clients it serves, so the firm's strategy and target client niches cannot be confirmed from the available records.
Assets & Accounts
Investments & Alternatives
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

James Musgrave
Founder and CEOCRD 2997304

John Kailunas
Founder & CEOCRD 2048289
Contacts
3 of 110
Aaron Tice
Registered RepresentativeCRD 5643342

Jacob Defilippo
Director of Client ServicesCRD 5712967

Matteo Petrillo
Managing PartnerCRD 5099009
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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