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REGENCY INVESTMENT ADVISORS INC

Tel: 559-438-2640
1312 W Herndon, Suite 101
Fresno, California  93711

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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

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

Firm CRD#:

106990

SEC#:

801-44406

No. of Clients:

1752

Assets under Management

$877,331,864

No. of Advisors:

14

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