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Eric Arthur Greschner

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.·METAIRIE, Louisiana
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6620 RIVERSIDE DRIVE, METAIRIE, LA 70003CRD# 2681554Firm CRD# 113181
01

About

Eric Arthur Greschner 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# 2681554
Firm CRD# 113181
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Arthur Greschner offer?
Eric Arthur Greschner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in METAIRIE, Louisiana for a consultation.
What are Eric Arthur Greschner's credentials?
Eric Arthur Greschner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Arthur Greschner located?
Eric Arthur Greschner 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 Eric Arthur Greschner charge for services?
Eric Arthur Greschner'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
Rudy Jerome Blanchard — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Michael Nash Zabalaoui — RESOURCE MANAGEMENT, LLCLawrence John Sisung — SISUNG INVESTMENT MANAGEMENT SERVICES LLCRichard Louis Solares — SISUNG INVESTMENT MANAGEMENT SERVICES LLCGeorge 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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