Regis Management Company, LLC

Regis Management Company, LLC (CRD# 128449) is a financial advisory firm headquartered in Menlo Park, CA. They manage $3,720,352,601 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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.


Financial Advisors at Regis Management Company, LLC
Showing 1 - 1 of 1 top financial advisors.
Robert F. Burlinson
CRD#: 2986137
873 Santa Cruz Ave, Ste 206, Menlo Park, CA 94025

Robert Burlinson (CRD# 2986137) is an Investment Advisor Representative working at Regis Management Company, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

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