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REGENT PROPERTIES

12100 Wilshire Blvd., Suite 1750
Los Angeles, California 90025
Tel: 310-806-9800

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About REGENT PROPERTIES

REGENT PROPERTIES, formally registered with the SEC as REGENT PROPERTIES. The firm was established in 06/26/2020. They have over 3 offices throughout the country.

REGENT PROPERTIES is a Los Angeles, California based Financial Planning firm with nearly $2,217,476,411 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309360
SEC#801-118956
Assets Managed by Firm$2,217,476,411
No. of Clients17
No. of Advisors43

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for businesses or institutional clients
  • Other (OTHER INVESTMENT VEHICLE. PLEASE SEE SCHEDULE D FOR DEFINITION.)

Firm Client Information

No. of ClientsAUM
Firm Total17$2,217,476,411

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