Regents Partners, LLC

Regents Partners, LLC (CRD# 322915) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $217,000,000 in 884 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6322 S 3000 E, Suite 300, Salt Lake City, UT 84121
https://www.regentsparkadvisors.com
By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $245,475
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Regents Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
R Matthew Tullis, financial advisor Salt Lake City UT
R Matthew Tullis
CRD#: 2191556
6322 S 3000 E, Suite 300, Salt Lake City, UT 84121

R Matthew Tullis (CRD# 2191556) is an Investment Advisor Representative working at Regents Partners, LLC in Salt Lake City, UT and has over 21 years of experience in the finance industry.

2
Michael Gayner, financial advisor Salt Lake City UT
Michael B. Gayner
CRD#: 2704694
6322 S 3000 E, Suite 300, Salt Lake City, UT 84121

Michael Gayner (CRD# 2704694) is an Investment Advisor Representative working at Regents Partners, LLC in Salt Lake City, UT and has over 21 years of experience in the finance industry.

3
Lance Jorgensen, financial advisor Salt Lake City UT
Lance R. Jorgensen
CRD#: 7579329
6322 S 3000 E, Suite 300, Salt Lake City, UT 84121

Lance Jorgensen (CRD# 7579329) is an Investment Advisor Representative working at Regents Partners, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

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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