Overview
Assets Under Management: $292 million
Headquarters: WOODBRIDGE, CT
High-Net-Worth Clients: 98
Average Client Assets: $2.7 million
Frequently Asked Questions
REGENT WEALTH MANAGEMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113722), REGENT WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
REGENT WEALTH MANAGEMENT GROUP is headquartered in WOODBRIDGE, CT.
REGENT WEALTH MANAGEMENT GROUP serves 98 high-net-worth clients according to their SEC filing dated June 12, 2018. View client details ↓
According to their SEC Form ADV, REGENT WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
REGENT WEALTH MANAGEMENT GROUP manages $292 million in client assets according to their SEC filing dated June 12, 2018.
According to their SEC Form ADV, REGENT WEALTH MANAGEMENT GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.06%
Average Client Assets: $2.7 million
Total Client Accounts: 584
Discretionary Accounts: 527
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 113722
Filing ID: 1223730
Last Filing Date: 2018-06-12 11:07:00