REGENCY INVESTMENT ADVISORS INC

1312 W Herndon, Suite 101
Fresno, California 93711
Tel: 559-438-2640

About REGENCY INVESTMENT ADVISORS INC

REGENCY INVESTMENT ADVISORS INC, formally registered with the SEC as REGENCY INVESTMENT ADVISORS INC. The firm was established in 07/27/1993. They have over 1 offices throughout the country.

REGENCY INVESTMENT ADVISORS INC is a Fresno, California based Financial Planning firm with nearly $678,917,833 assets under management, offering retirement planning & investment advisory services to 1632 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106990
SEC#	801-44406
Assets Managed by Firm	$678,917,833
No. of Clients	1632
No. of Advisors	14

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1632	$678,917,833
Individuals (other than high net worth individuals)	510	$160,774,176
High net worth individuals	128	$305,019,837
Pension and profit sharing plans	56	$157,429,985
Charitable organizations	18	$48,007,641
Corporations or other businesses	11	$7,686,194

Inquire with REGENCY INVESTMENT ADVISORS INC

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