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Building 2REGENCY WEALTH MANAGEMENT

Map pinRAMSEY, NJ
Phone201-447-5850
NotebookSEC #801-72134
Total AUM
$642.6M
Employees
8
Clients
312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 NORTH FRANKLIN TURNPIKE
SUITE 212
RAMSEY
NJ 07446
United States
Operating Hours
900-500
Monday - Friday
Phone
201-447-5850

ReceiptFinancials

Total AUM
$642.6M
Accounts
1,257
Discretionary
$614.8M
Accounts
1,155
Non-Discretionary
$27.8M
Accounts
102

ContactClients

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Individual Clients
103
AUM
$51.2M
HNW Individual Clients
184
AUM
$535.2M
Pension/Profit Sharing Plan Clients
4
AUM
$9M
Charitable Organization Clients
18
AUM
$42.6M
Corporation or Business Clients
3
AUM
$4.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMINCNJNYPA

HandshakeAffiliates

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

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