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 $877,331,864 assets under management, offering retirement planning & investment advisory services to 1752 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	$877,331,864
No. of Clients	1752
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1752	$877,331,864
Individuals (other than high net worth individuals)	486	$146,123,601
High net worth individuals	170	$456,808,922
Pension and profit sharing plans	54	$188,963,203
Charitable organizations	19	$46,195,864
Corporations or other businesses	16	$39,240,274

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