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REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Tel: 504-831-4636
6620 Riverside Drive Suite 207
Metairie, Louisiana 70003
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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