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REGENTATLANTIC
MORRISTOWN, NJ
973-425-8420
SEC #801-17301Total AUM
$6.2B
Employees
71Clients
2,131Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
60 COLUMBIA ROAD
BUILDING A SUITE 300
MORRISTOWN
NJ 07960
United States
BUILDING A SUITE 300
MORRISTOWN
NJ 07960
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Monday - Friday
Phone
973-425-8420
Other Offices
4
Financials
Total AUM
$6.2B
Accounts
2,131Discretionary
$6.2B
Accounts
2,111Non-Discretionary
$43.9M
Accounts
20
Clients
Individual Clients
592AUM
$260.1M
HNW Individual Clients
1,441AUM
$5.6B
Pooled Vehicle Clients
1AUM
$35.6M
Pension/Profit Sharing Plan Clients
21AUM
$16.8M
Charitable Organization Clients
37AUM
$148.9M
Corporation or Business Clients
39AUM
$129.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAILLAMAMDMEMIMTNCNENHNJNMNVNYOHORPARISCSDTXVAVTWA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.