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Deanna Wooley Richmond

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.·METAIRIE, Louisiana
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6620 RIVERSIDE DRIVE, METAIRIE, LA 70003CRD# 7091379Firm CRD# 113181
01

About

Deanna Wooley Richmond is a registered financial advisor based in METAIRIE, Louisiana, affiliated with REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
AUM
$173M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7091379
Firm CRD# 113181
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deanna Wooley Richmond offer?
Deanna Wooley Richmond specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in METAIRIE, Louisiana for a consultation.
What are Deanna Wooley Richmond's credentials?
Deanna Wooley Richmond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deanna Wooley Richmond located?
Deanna Wooley Richmond is based in METAIRIE, Louisiana, working with REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Deanna Wooley Richmond charge for services?
Deanna Wooley Richmond's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.?
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. has approximately 8 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in METAIRIE
George Arthur Greschner — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Rudy Jerome Blanchard — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Michael Nash Zabalaoui — RESOURCE MANAGEMENT, LLCLawrence John Sisung — SISUNG INVESTMENT MANAGEMENT SERVICES LLCEric Arthur Greschner — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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