REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Tel: 504-831-4636

6620 Riverside Drive
Suite 207
Metairie, Louisiana 70003

Inquire with REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

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 $168,058,168 in assets under management and provides investment advisory services for 1477 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:		113181
SEC#:		801-60383
Assets under Management:		$168,058,168
No. of Clients:		1477
No. of Advisors:		6
Advisory Services Provided:		Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Publication of Periodicals or Newsletters, Educational seminars/workshops
Fee Structure:		A percentage of AUM

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