REGAN INVESTMENTS, INC.

GOLDEN VALLEY, Minnesota·3 registered advisors·CRD# 121868
SEC# 801-70012952-473-1080
01

Firm Overview

AUM
$58M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERCENTAGE OF PROFITS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at REGAN INVESTMENTS, INC.

3 registered advisors
Cynthia Regan Smith
GOLDEN VALLEY, Minnesota
Robert Morgan Regan
GOLDEN VALLEY, Minnesota
Robert M Regan
GOLDEN VALLEY, Minnesota
05

Office Locations

GOLDEN VALLEY, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. REGAN INVESTMENTS, INC. (CRD# 121868) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.