REGENCY INVESTMENT ADVISORS INC
Tel: 559-438-2640 1312 W Herndon, Suite 101 Fresno, California 93711
About REGENCY INVESTMENT ADVISORS INC
REGENCY INVESTMENT ADVISORS INC is a Fresno, California based financial advisory firm with nearly $877,331,864 in assets under management and provides investment advisory services for 1752 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
106990
Firm SEC#:
801-44406
Assets Under Management:
$877,331,864
No. of Clients:
1752
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
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