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Financial Advisor
California
Fresno
REGENCY INVESTMENT ADVISORS INC

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

No. of Advisors:

14

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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