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REGENCY WEALTH MANAGEMENT
500 North Franklin Turnpike
Suite 212
Ramsey, New Jersey 07446
Tel: 201-447-5850
About REGENCY WEALTH MANAGEMENT
REGENCY WEALTH MANAGEMENT, formally registered with the SEC as REGENCY WEALTH MANAGEMENT. The firm was established in 01/21/2011. They have over 1 offices throughout the country.
REGENCY WEALTH MANAGEMENT is a Ramsey, New Jersey based Financial Planning firm with nearly $484,587,182 assets under management, offering retirement planning & investment advisory services to 1132 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131208 |
| SEC# | 801-72134 |
| Assets Managed by Firm | $484,587,182 |
| No. of Clients | 1132 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1132 | $484,587,182 |
| Individuals (other than high net worth individuals) | 107 | $41,655,107 |
| High net worth individuals | 163 | $405,716,624 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,592,145 |
| Charitable organizations | 11 | $28,304,626 |
| Corporations or other businesses | 7 | $5,318,680 |
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