Menu
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...see more
Assets Under Mgmt
$678.92M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for Regency Investment Advisors Inc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.