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REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

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

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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

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

Firm CRD#:

113181

SEC#:

801-60383

No. of Clients:

1621

Assets under Management

$172,530,152

No. of Advisors:

8

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