Eric Arthur Greschner

Regatta Research & Money Management L.L.C.

21 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Regatta Research & Money Management L.L.C.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

464 clients

Average Client Portfolio

$406K average

Assets Under Management

$188.5M

Fee Structure

Financial Planning:Investment management only

Location

6620 Riverside Dr, Suite 207, Metairie, LA, 70003

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History

Regulatory History (1)

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Customer Dispute

April 2014

Settled

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Other Business Activities

Eric is a member of The TOD Index, LLC, focused on real estate price index creation, dedicating minimal time. He is also a partner in Priority Funds, LLC, involved in analyzing and investing in private real estate investments, spending a few hours per week.

Employment History

Current Registrations

Regatta Research & Money Management L.L.C.

July 2004 - Present · 21 yrs 7 mos

State Registrations3 states

FLLATX

Advisor

Exams

No exam information available for this advisor.