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Home > Retirement Planners > pr > san juan > REGENTS PARTNERS, LLC
REGENTS PARTNERS, LLC
954 Avenida Ponce De Leon
Suite 205
San Juan, Puerto Rico 00907
Tel: (925) 261-8330
About REGENTS PARTNERS, LLC
REGENTS PARTNERS, LLC, formally registered with the SEC as REGENTS PARTNERS, LLC. The firm was established in 09/01/2022. They have over 1 offices throughout the country.
REGENTS PARTNERS, LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $217,000,000 assets under management, offering retirement planning & investment advisory services to 884 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322915 |
| SEC# | 801-126488 |
| Assets Managed by Firm | $217,000,000 |
| No. of Clients | 884 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- 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 | 884 | $217,000,000 |
| Individuals (other than high net worth individuals) | 573 | $54,537,871 |
| High net worth individuals | 311 | $62,462,129 |
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