REGATTA CAPITAL GROUP, LLC

880 Apollo St.
Suite 129
El Segundo, California 90245
Tel: 310-725-9102

About REGATTA CAPITAL GROUP, LLC

REGATTA CAPITAL GROUP, LLC, formally registered with the SEC as REGATTA CAPITAL GROUP, LLC. The firm was established in 11/13/2007. They have over 6 offices throughout the country.

REGATTA CAPITAL GROUP, LLC is a El Segundo, California based Financial Planning firm with nearly $1,162,612,228 assets under management, offering retirement planning & investment advisory services to 3382 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145363
SEC#	801-68490
Assets Managed by Firm	$1,162,612,228
No. of Clients	3382
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (COACHING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3382	$1,162,612,228
Individuals (other than high net worth individuals)	582	$143,637,579
High net worth individuals	429	$837,190,615
Pension and profit sharing plans	46	$146,653,536
Charitable organizations	8	$17,787,995
Corporations or other businesses	5	$6,113,170

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
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