220 Halleck Street
Suite 200b
San Francisco, California 94129
Tel: 415-421-0500
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Francisco, California