REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. - Financial Advisor in Louisiana, Metairie

Tel: 504-831-4636 6620 Riverside Drive Suite 207 Metairie, Louisiana 70003

About REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. is a Metairie, Louisiana based financial advisory firm with nearly $172,530,152 in assets under management and provides investment advisory services for 1621 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

113181

Firm SEC#:

801-60383

Assets Under Management:

$172,530,152

No. of Clients:

1621

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM

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