REGENCY INVESTMENT ADVISORS INC

FRESNO, California·10 registered advisors·CRD# 106990
SEC# 801-444060559-438-2640
01

Firm Overview

AUM
$877M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at REGENCY INVESTMENT ADVISORS INC

10 registered advisors
Anthony Dominic Fazio
FRESNO, California
Christopher Louis Comstock
FRESNO, California
Jeremy J Whitt
FRESNO, California
Judson Ray Myers
FRESNO, California
Kelly Michelle Woesner
FRESNO, California
Marci Lynne Deck
FRESNO, California
Mark Louis Prendergast
FRESNO, California
Philip Daniel Ray
FRESNO, California
Robert James Longatti
FRESNO, California
Stephen Warner Guinn
FRESNO, California
05

Office Locations

FRESNO, California
10 advisors

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Data sourced from SEC Form ADV filings. REGENCY INVESTMENT ADVISORS INC (CRD# 106990) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.