REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

METAIRIE, Louisiana·4 registered advisors·CRD# 113181
SEC# 801-603832504-831-4636
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

4 registered advisors
Deanna Wooley Richmond
METAIRIE, Louisiana
Eric Arthur Greschner
METAIRIE, Louisiana
George Arthur Greschner
METAIRIE, Louisiana
Rudy Jerome Blanchard
METAIRIE, Louisiana
05

Office Locations

METAIRIE, Louisiana
4 advisors

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Data sourced from SEC Form ADV filings. REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. (CRD# 113181) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.