REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

METAIRIE, Louisiana·2 registered advisors·CRD# 113181
SEC# 801-603832504-831-4636
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
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.

2 registered advisors
Eric Arthur Greschner
METAIRIE, Louisiana
Rudy Jerome Blanchard
METAIRIE, Louisiana
05

Office Locations

METAIRIE, Louisiana
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.