Overview
Assets Under Management: $485 million
Headquarters: RAMSEY, NJ
High-Net-Worth Clients: 165
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,132
Discretionary Accounts: 1,048
Non-Discretionary Accounts: 84
Regulatory Filings
CRD Number: 131208
Last Filing Date: 2024-04-19 00:00:00
Website: https://regencywealth.com