Regulus Financial Group, LLC

Broker-DealerFINRA MemberEst. 2010
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 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

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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 7
  • 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 110
  • Aaron Tice

    Aaron Tice

    Registered RepresentativeCRD 5643342

  • Jacob Defilippo

    Jacob Defilippo

    Director of Client ServicesCRD 5712967

  • Matteo Petrillo

    Matteo Petrillo

    Managing PartnerCRD 5099009

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Wealth teams

FINTRX

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