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Building 2REGENT WEALTH MANAGEMENT GROUP

Map pinWOODBRIDGE, CT
Phone203-387-7887
NotebookSEC #801-60412
Total AUM
$263M
Employees
4
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BRADLEY ROAD
SUITE 902
WOODBRIDGE
CT 06525-9875
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
203-387-7887

ReceiptFinancials

Total AUM
$263M
Accounts
639
Discretionary
$258M
Accounts
582
Non-Discretionary
$5M
Accounts
57

ContactClients

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Individual Clients
104
AUM
$29.4M
HNW Individual Clients
84
AUM
$232.7M
Pension/Profit Sharing Plan Clients
1
AUM
$860K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLANS - PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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