Oliver Regan Advisors, LLC
Oliver Regan Advisors, LLC (CRD# 282887) is a financial advisory firm headquartered in Pasadena, CA. They manage $1,565,183 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$1,565,183
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Felgner (CRD# 2652851) is an Investment Advisor Representative working at Oliver Regan Advisors, LLC in Pasadena, CA and has over 6 years of experience in the finance industry.