RegentAtlantic Review

Trust Score 98%
Trust Score info_outline

RegentAtlantic, federally registered in 1982, is a Registered Investment Advisor (RIA) in 28 state(s) with a licensed staff of 33 advisors. RegentAtlantic manages $3.6 billion and provides investment advisory services for 2,964 clients (1:90 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Avg Account Balance $1,213,829
Hybrid Advisor No
Disciplinary History No
Total AUM $3.6 billion
Advisor / Client Ratio 1:90
Headquarters 1200 Mount Kemble Ave Morristown, NJ 07960
SEC Filings Forms and Brochures
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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