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Home > Retirement Planners > california > san francisco > REGIS METRO ASSOCIATES, INC.
REGIS METRO ASSOCIATES, INC.
220 Halleck Street
Suite 200b
San Francisco, California 94129
Tel: 415-421-0500
About REGIS METRO ASSOCIATES, INC.
REGIS METRO ASSOCIATES, INC, formally registered with the SEC as REGIS METRO ASSOCIATES, INC. The firm was established in 04/18/2012. They have over 2 offices throughout the country.
REGIS METRO ASSOCIATES, INC. is a San Francisco, California based Financial Planning firm with nearly $779,633,320 assets under management, offering retirement planning & investment advisory services to 40 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160859 |
| SEC# | 801-75149 |
| Assets Managed by Firm | $779,633,320 |
| No. of Clients | 40 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 40 | $779,633,320 |
| High net worth individuals | 23 | $388,177,145 |
| Charitable organizations | 1 | $65,335,297 |
| Corporations or other businesses | 8 | $202,271,715 |
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