Regency Investment Advisors

EST. AUM
$1,143,167,336

CONTACTS
3

CLIENT ACCOUNTS
1,906

Firm Details

Metro area San Francisco
CRD Number 106990
Website regencyinvests.com
Client types

Overview

Regency focuses on its clients and takes pride in offering exceptional client service. The team has years of experience and a relentless work ethic. They differ from a typical retail broker because their service is fee-based, and clients only pay a reasonable, transparent, and comprehensive fee. Regency receives no commissions, thus eliminating a major conflict of interest. Additionally, their recommendations are independent of any other entity and must make sense for their clients. The portfolio management team has no bias toward any manager or company. The platforms they use allow them to hire and terminate managers at no expense to their clients, further eliminating conflicts. Simply put, Regency works for its clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Regency Investment Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company