Regent Wealth Management Group
Regent Wealth Management Group (CRD# 113722) is a financial advisory firm headquartered in Woodbridge, CT. They manage $262,969,859 in 639 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management263MILLION
-
Total Number of Accounts639ACCOUNTS
-
Average Account Value$411,533
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, NH, NY
Financial Advisors at Regent Wealth Management Group
No Advisor Found.
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