Regency Capital Management Inc., a reputable investment advisory firm headquartered in Honolulu, HI, is dedicated to providing exceptional financial services to its valued clients. With two offices strategically located in the area, they are well-positioned to serve individuals and businesses seeking expert investment guidance.
With over 30 individual clients, Regency Capital Management skillfully manages assets totaling more than $246,815,000. Notably, the firm possesses significant experience in managing employer funds, although 401(k) and individual accounts make up less than 30% of their assets under management.
Regency Ca...
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Assets Under Mgmt
$246.81M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
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.