Regis Management Company, LLC

Regis Management Company, LLC (CRD# 128449) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,435,331,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,435
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $35,008,073
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.

CA, TX

Financial Advisors at Regis Management Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert F. Burlinson
CRD#: 2986137
300 Hamilton Avenue,4th Floor, Palo Alto, CA 94301
87
Wealthminder
score

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

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