Overview
Assets Under Management: $1.4 billion
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 407
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 407
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,571
Discretionary Accounts: 3,413
Non-Discretionary Accounts: 158
Regulatory Filings
CRD Number: 145363
Filing ID: 1988752
Last Filing Date: 2025-05-12 11:55:00
Website: https://regattainvest.com