Regatta Capital Group, Llc

EST. AUM
$1,551,654,295

CONTACTS
6

CLIENT ACCOUNTS
3,847

Firm Details

Metro area Los Angeles
CRD Number 145363
Website regattainvest.com
Client types

Overview

Russell Mohberg and Spencer Kelly met in 2003 while working at Edward Jones and founded Regatta Capital Group in 2007. They set out to build a company that put the client above all else. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Regatta Capital Group, Llc

Platform Details

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