REGAN CAPITAL

300 Crescent Court
Suite 1760
Dallas, Texas 75201
Tel: 214-550-1710

About REGAN CAPITAL

REGAN CAPITAL, formally registered with the SEC as REGAN CAPITAL. The firm was established in 04/23/2014. They have over 1 offices throughout the country.

REGAN CAPITAL is a Dallas, Texas based Financial Planning firm with nearly $1,214,938,153 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158294
SEC#	801-79546
Assets Managed by Firm	$1,214,938,153
No. of Clients	44
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	44	$1,214,938,153
High net worth individuals	12	$14,552,364

More Retirement Planning firms in Dallas, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Dallas, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.