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Brian Regan

ASSET MANAGEMENT RESOURCES, LLC·HYANNIS, Massachusetts
Unclaimed Profile
1060 FALMOUTH ROAD, HYANNIS, MA 02601CRD# 6923110Firm CRD# 145296
01

About

Brian Regan is a registered financial advisor based in HYANNIS, Massachusetts, affiliated with ASSET MANAGEMENT RESOURCES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASSET MANAGEMENT RESOURCES, LLC
ASSET MANAGEMENT RESOURCES, LLC
AUM
$221M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ASSET MANAGEMENT RESOURCES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING SERVICES ON A SUBSCRIPTION BASIS
Regulatory
SEC/IARD CRD# 6923110
Firm CRD# 145296
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Regan offer?
Brian Regan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HYANNIS, Massachusetts for a consultation.
What are Brian Regan's credentials?
Brian Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Regan located?
Brian Regan is based in HYANNIS, Massachusetts, working with ASSET MANAGEMENT RESOURCES, LLC. Their office serves clients in the HYANNIS metropolitan area and surrounding communities.
How does Brian Regan charge for services?
Brian Regan's firm is compensated through percentage of aum, hourly charges, other: financial planning services on a subscription basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET MANAGEMENT RESOURCES, LLC?
ASSET MANAGEMENT RESOURCES, LLC has approximately 9 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HYANNIS
James Christopher Boyd — ASSET MANAGEMENT RESOURCES, LLCMichaela Green Herlihy — BEACON FINANCIAL PLANNING, INCKristen Cavaliere Boyd — ASSET MANAGEMENT RESOURCES, LLCScott Andrew Birmingham — ASSET MANAGEMENT RESOURCES, LLCKathleen Erin Kane — BEACON FINANCIAL PLANNING, INC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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