REGENCY INVESTMENT ADVISORS INC
Fresno, California
5.0
2 Reviews
Regency Investment Advisors Inc is a reputable local investment advisory firm based out of Fresno, CA, providing professional financial guidance and services to a diverse clientele. With one office serving the community, Regency Investment Advisors Inc boasts a team of 14 dedicated professionals, seven of whom specialize in investment advisory services. Having established a strong presence in the industry, Regency Investment Advisors Inc manages an average of approximately $96,990,000 in assets under management per investment advisor, a figure in line with the industry average. Their compensation structure is designed to accommod...
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Assets Under Mgmt

$678.92M

Investment Professionals

7

Locations

0

% 401K & Individual

24%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Educational seminars/workshops
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