1001 Bishop Street
Suite 1090
Honolulu, Hawaii 96813
Tel: 808-451-3193
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 $246,814,795 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 312435 |
SEC# | 801-120277 |
Assets Managed by Firm | $246,814,795 |
No. of Clients | 243 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 243 | $246,814,795 |
Individuals (other than high net worth individuals) | 25 | $42,505,680 |
High net worth individuals | 35 | $197,848,034 |
Pension and profit sharing plans | 2 | $441,379 |
Charitable organizations | 2 | $1,649,243 |
Corporations or other businesses | 2 | $4,316,785 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,661,270,510 | 1587 | 9 | |
$1,146,955,000 | 27 | 30 | |
$931,260,170 | 1374 | 19 | |
$609,870,822 | 6 | 31 | |
$499,614,568 | 9 | 7 |
Explore More Retirement Advisors in Honolulu, Hawaii