Claim Profile
Unclaimed Profile
GG

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
01

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.

02

Focus Areas

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

Speak with George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if George is the right fit? Take our 2-minute quiz →

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
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# 2985263
Firm CRD# 113181
View on FINRA BrokerCheck →

Looking for a financial advisor in METAIRIE?

Browse all registered financial advisors in METAIRIE, Louisiana or claim this profile if it's yours.

05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →