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Building 2REGENT INVESTMENT MANAGEMENT LLC

Map pinLOUISVILLE, KY
Phone502-719-1000
NotebookSEC #801-76730
Total AUM
$478.5M
Employees
4
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4350 BROWNSBORO RD
SUITE 120
LOUISVILLE
KY 40207
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
502-719-1000

ReceiptFinancials

Total AUM
$478.5M
Accounts
401
Discretionary
$478.5M
Accounts
401
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
88
AUM
$26.4M
HNW Individual Clients
77
AUM
$371.3M
Charitable Organization Clients
1
AUM
$50.3M
Corporation or Business Clients
1
AUM
$30.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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