Regatta Capital Group, LLC
Regatta Capital Group, LLC (CRD# 145363) is a financial advisory firm headquartered in El Segundo, CA. They manage $1,162,612,228 in 3,382 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,163MILLION
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Total Number of Accounts3,382ACCOUNTS
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Average Account Value$343,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, CO, FL, MA, MD, NH, NJ, NV, NY, OH, OR, PA, TX, UT, WA
Lee Clay (CRD# 7035616) is an Investment Advisor Representative working at Regatta Capital Group, LLC in New Vernon, NJ and has over 5 years of experience in the finance industry.
Lindsey Diranian (CRD# 6420685) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 8 years of experience in the finance industry.
Ellen Himmel (CRD# 6669079) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 7 years of experience in the finance industry.
Britt Joyce (CRD# 6458650) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has 1 year of experience in the finance industry.
Spencer Kelly (CRD# 4741392) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 11 years of experience in the finance industry. Regatta Capital Group provides investment management and financial planning advice to individuals, families, business owners and endowments. The firm’s dedication to providing exceptional personalized service, world-class money management, niche investment offerings and unparalleled independence differentiates Regatta from its peers.
Lisa Margulies (CRD# 4965411) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 18 years of experience in the finance industry.
Russell Mohberg (CRD# 4354403) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 23 years of experience in the finance industry.
Nicholas Ozer (CRD# 6047605) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 11 years of experience in the finance industry.
Erika Jenkins (CRD# 7298385) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 3 years of experience in the finance industry.
Grant Nabell (CRD# 7437868) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has 1 year of experience in the finance industry.