Overview
Assets Under Management: $6.2 billion
Headquarters: MORRISTOWN, NJ
High-Net-Worth Clients: 1,441
Average Client Assets: $3.9 million
Frequently Asked Questions
REGENTATLANTIC 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 #105995), REGENTATLANTIC is subject to fiduciary duty under federal law.
REGENTATLANTIC is headquartered in MORRISTOWN, NJ.
REGENTATLANTIC serves 1,441 high-net-worth clients according to their SEC filing dated March 27, 2023. View client details ↓
According to their SEC Form ADV, REGENTATLANTIC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
REGENTATLANTIC manages $6.2 billion in client assets according to their SEC filing dated March 27, 2023.
According to their SEC Form ADV, REGENTATLANTIC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,441
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.48%
Average Client Assets: $3.9 million
Total Client Accounts: 2,131
Discretionary Accounts: 2,111
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 105995
Filing ID: 1741121
Last Filing Date: 2023-03-27 10:30:00