Oliver Regan Advisors, LLC
Oliver Regan Advisors, LLC (CRD# 282887) is a financial advisory firm headquartered in , . They manage $6,242,635 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oliver Regan Advisors, LLC
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$2,080,878
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Oliver Regan Advisors, LLC
1
Thomas Felgner (CRD# 2652851) is an Investment Advisor Representative working at Oliver Regan Advisors, LLC in San Marino, CA and has over 12 years of experience in the finance industry.
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