Regis Asset Management LLC

Regis Asset Management LLC (CRD# 125872) is a financial advisory firm headquartered in , . They manage $6,700,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $93,056
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Regis Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael S. Haddaway
CRD#: 2242912
44 S. Kitner Parkway, Suite D, Sunbury, OH 43074
96
Wealthminder
score

Michael Haddaway (CRD# 2242912) is an Investment Advisor Representative working at Regis Asset Management LLC in Sunbury, OH and has over 12 years of experience in the finance industry.

2
Robert K. Cargin
CRD#: 1825995
Westerville, OH
93
Wealthminder
score

Robert Cargin (CRD# 1825995) is an Investment Advisor Representative working at Regis Asset Management LLC in Westerville, OH and has over 28 years of experience in the finance industry.

3
William V. Rowe
CRD#: 4441660
Centerville, OH
93
Wealthminder
score

William Rowe (CRD# 4441660) is an Investment Advisor Representative working at Regis Asset Management LLC in Centerville, OH and has over 9 years of experience in the finance industry.

4
Kevin L. Fifer
CRD#: 4750052
Maumee, OH
83
Wealthminder
score

Kevin Fifer (CRD# 4750052) is an Investment Advisor Representative working at Regis Asset Management LLC in Maumee, OH and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.