Assets Under Management
$1.0B
Number of Clients
792
Number of Advisors
7
Average Client AUM
$1.3M
AUM per Advisor
$144.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Regency Investment Advisors offers investment supervisory/individual portfolio management, 'other' portfolio management, and financial planning services. They tailor advice to client needs, considering goals, risk tolerance, and time horizons. They primarily invest in no-load mutual funds and ETFs.
1312 W Herndon, Suite 101, Fresno, CA, 93711