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Building 2REGIS MANAGEMENT COMPANY, LLC

Map pinMENLO PARK, CA
Phone650-838-1030
NotebookSEC #801-69740
Total AUM
$1.4B
Employees
14
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
873 SANTA CRUZ AVE
STE 206
MENLO PARK
CA 94025
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
650-838-1030
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
23
Discretionary
$1.4B
Accounts
23
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
18
AUM
$1.3B
Pooled Vehicle Clients
4
AUM
$29.6M
Charitable Organization Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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