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REGENCY CAPITAL MANAGEMENT INC.

1001 Bishop Street
Suite 1090
Honolulu, Hawaii 96813
Tel: 808-451-3193

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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 $246,814,795 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#312435
SEC#801-120277
Assets Managed by Firm$246,814,795
No. of Clients243
No. of Advisors5

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total243$246,814,795
Individuals (other than high net worth individuals)25$42,505,680
High net worth individuals35$197,848,034
Pension and profit sharing plans2$441,379
Charitable organizations2$1,649,243
Corporations or other businesses2$4,316,785

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