REGATTA CAPITAL GROUP, LLC - Financial Advisor in California, El Segundo

Tel: 310-725-9102 880 Apollo St. Suite 129 El Segundo, California 90245

About REGATTA CAPITAL GROUP, LLC

REGATTA CAPITAL GROUP, LLC is a El Segundo, California based financial advisory firm with nearly $1,162,612,228 in assets under management and provides investment advisory services for 3382 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

145363

Firm SEC#:

801-68490

Assets Under Management:

$1,162,612,228

No. of Clients:

3382

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (COACHING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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