Regis Management Company, LLC
Regis Management Company, LLC (CRD# 128449) is a financial advisory firm headquartered in Palo Alto, CA. They manage $2,081,345,000 in 47 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2,081MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$44,283,936
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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.