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Building 2REGIS METRO ASSOCIATES, INC.

Map pinSAN FRANCISCO, CA
Phone415-421-0500
NotebookSEC #801-75149
Total AUM
$617.8M
Employees
5
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 HALLECK STREET
SUITE 200B
SAN FRANCISCO
CA 94129
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
415-421-0500

ReceiptFinancials

Total AUM
$617.8M
Accounts
35
Discretionary
$105.6M
Accounts
5
Non-Discretionary
$512.2M
Accounts
30

ContactClients

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HNW Individual Clients
22
AUM
$364.2M
Pooled Vehicle Clients
5
AUM
$105.6M
Charitable Organization Clients
1
AUM
$75M
Corporation or Business Clients
7
AUM
$72.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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