Regency Wealth Management

EST. AUM
$642,604,900

CONTACTS
3

CLIENT ACCOUNTS
1,257

Firm Details

Metro area North Jersey
CRD Number 131208
Website regencywealth.com
Client types

Overview

Regency is a wealth management firm that helps individuals manage their finances, including wealth management, life goal planning, and managing inherited estates. The firm provides financial advice to create customized plans and adjusts those plans and portfolios as clients' goals and needs change over time.

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 Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

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