Last updated: February 18th, 2020. Data source: SEC filings.
Views: 189. Downloads: 2. info_outline
RegentAtlantic, federally registered in 1982, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 29 advisors. RegentAtlantic manages $4.6 billion and provides investment advisory services for 1,796 clients (1:62 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||12|
|Percentage of Advisors Trusted||69%|
|Average Client Balance||$2,555,279|
|Total AUM||$4.6 billion|
|Advisor / Client Ratio||1:62|
|SEC Filings||View SEC IAPD CRD #105995|
|State(s) Registered||AZ, CA, CO, CT, DE, DC, FL, GA, IL, LA, MD, MA, MI, NE, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TX, VT, VA, WA|