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).

Current Firm Details
880 Apollo St., Suite 129, El Segundo, CA 90245
http://www.regattainvest.com
By the Numbers
  • Total Assets Under Management
    1,163
    MILLION
  • Total Number of Accounts
    3,382
    ACCOUNTS
  • Average Account Value
    $343,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MA, MD, NH, NJ, NV, NY, OH, OR, PA, TX, UT, WA

Financial Advisors at Regatta Capital Group, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Benjamin Satterfield, financial advisor El Segundo CA
Benjamin N. Satterfield
CRD#: 5146860
880 Apollo St., Suite 129, El Segundo, CA 90245

Benjamin Satterfield (CRD# 5146860) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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