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RegFi USA, LLC

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS
0

Firm Details

Metro area Miami
CRD Number 342345
Website regfiusa.com
Client types

Overview

RegFi USA, LLC is a newly established registered investment adviser providing a digital, platform-based discretionary investment management service to individual investors, including high-net-worth individuals, personal trusts, and retirement accounts. Its advisory process is delivered online and incorporates digital onboarding, suitability assessment, trade execution, and reporting. The firm's primary strategy is an automated yield-oriented approach utilizing long box spreads on the S&P 500 index alongside short-duration U.S. Treasury instruments. RegFi USA was incorporated in Florida in April 2026 and currently reports a very small client base with $0 regulatory AUM.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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