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Building 2REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Map pinMETAIRIE, LA
Phone504-831-4636
NotebookSEC #801-60383
Total AUM
$211.5M
Employees
8
Clients
554

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6620 RIVERSIDE DRIVE
SUITE 207
METAIRIE
LA 70003
United States
Operating Hours
9:00 AM - 5:00 P.M.
Monday - Friday
Phone
504-831-4636
Other Offices
1

ReceiptFinancials

Total AUM
$211.5M
Accounts
1,371
Discretionary
$211.1M
Accounts
1,361
Non-Discretionary
$387.6K
Accounts
10

ContactClients

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Individual Clients
490
AUM
$203M
HNW Individual Clients
60
AUM
$7M
Corporation or Business Clients
4
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGALAMSNCOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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