REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

6620 Riverside Drive
Suite 207
Metairie, Louisiana 70003
Tel: 504-831-4636

About REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

REGATTA RESEARCH & MONEY MANAGEMENT LLC, formally registered with the SEC as REGATTA RESEARCH & MONEY MANAGEMENT LLC. The firm was established in 07/03/2001. They have over 3 offices throughout the country.

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. is a Metairie, Louisiana based Financial Planning firm with nearly $172,530,152 assets under management, offering retirement planning & investment advisory services to 1621 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113181
SEC#	801-60383
Assets Managed by Firm	$172,530,152
No. of Clients	1621
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1621	$172,530,152
Individuals (other than high net worth individuals)	404	$67,787,791
High net worth individuals	40	$95,793,479
Corporations or other businesses	10	$8,948,882

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