Regis Asset Management LLC
Regis Asset Management LLC (CRD# 125872) is a financial advisory firm headquartered in , . They manage $9,736,878 in 91 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Regis Asset Management LLC
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts91ACCOUNTS
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Average Account Value$106,999
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Regis Asset Management LLC
No Advisor Found.
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