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Home > Retirement Planners > hawaii > honolulu > REGENCY CAPITAL MANAGEMENT INC.
REGENCY CAPITAL MANAGEMENT INC.
1001 Bishop Street
Suite 1090
Honolulu, Hawaii 96813
Tel: 808-451-3193
About REGENCY CAPITAL MANAGEMENT INC.
REGENCY CAPITAL MANAGEMENT INC, formally registered with the SEC as REGENCY CAPITAL MANAGEMENT INC. The firm was established in 02/04/2021. They have over 2 offices throughout the country.
REGENCY CAPITAL MANAGEMENT INC. is a Honolulu, Hawaii based Financial Planning firm with nearly $279,478,877 assets under management, offering retirement planning & investment advisory services to 307 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312435 |
| SEC# | 801-120277 |
| Assets Managed by Firm | $279,478,877 |
| No. of Clients | 307 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 307 | $279,478,877 |
| Individuals (other than high net worth individuals) | 40 | $51,147,651 |
| High net worth individuals | 43 | $218,239,330 |
| Pension and profit sharing plans | 1 | $270,724 |
| Charitable organizations | 3 | $3,011,157 |
| Corporations or other businesses | 2 | $4,734,880 |
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