Unclaimed Profile

George Arthur Greschner

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.·METAIRIE, Louisiana

Clean recordREGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

6620 RIVERSIDE DRIVE, METAIRIE, LA 70003CRD# 2985263Firm CRD# 113181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Arthur Greschner · METAIRIE, LA

Registration

CRD #2985263 · REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

AUM

$173M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2985263

Firm CRD# 113181

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George Arthur Greschner offer?

George Arthur Greschner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in METAIRIE, Louisiana for a consultation.

What are George Arthur Greschner's credentials?

George Arthur Greschner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Arthur Greschner located?

George 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 George Arthur Greschner charge for services?

George 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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