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Building 2REGAN INVESTMENTS, INC.

Map pinGOLDEN VALLEY, MN
Phone952-473-1080
NotebookSEC #801-70012
Total AUM
$58M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5500 WAYZATA BOULEVARD
SUITE 215
GOLDEN VALLEY
MN 55416
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
952-473-1080

ReceiptFinancials

Total AUM
$58M
Accounts
266
Discretionary
$54.1M
Accounts
225
Non-Discretionary
$4M
Accounts
41

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF PROFITS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNWI

HandshakeAffiliates

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

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