DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
REGENCY WEALTH MANAGEMENT
Tel: 201-447-5850
500 North Franklin Turnpike Suite 212
Ramsey, New Jersey 07446
REGENCY WEALTH MANAGEMENT
REGENCY WEALTH MANAGEMENT is a Ramsey, New Jersey based financial advisory firm with nearly $484,587,182 in assets under management and provides investment advisory services for 1132 clients. There are currently 10 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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
131208
SEC#:
801-72134
No. of Clients:
1132
Assets under Management
$484,587,182
No. of Advisors:
10
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