REGENT PROPERTIES

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

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 Status	Approved
Firm CRD#	309360
SEC#	801-118956
Assets Managed by Firm	$2,217,476,411
No. of Clients	17
No. of Advisors	43

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 Clients	AUM
Firm Total	17	$2,217,476,411

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