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Last updated: August 21st, 2019. Data source: SEC filings.


RegentAtlantic, federally registered in 1982, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 33 advisors. RegentAtlantic manages $3.6 billion and provides investment advisory services for 1,664 clients (1:51 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,162,133
Hybrid Advisor No
Disciplinary History No
Total AUM $3.6 billion
Advisor / Client Ratio 1:51
Headquarters 1200 Mount Kemble Ave Morristown, NJ 07960
SEC Filings Forms and Brochures    (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

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