Assets Under Management
$188.5M
Number of Clients
464
Number of Advisors
6
Average Client AUM
$406K
AUM per Advisor
$31.4M
Compensation
Fee-Only (AUM)
Regatta Research & Money Management provides fee-only investment advisory services, including financial planning, asset allocation, and investment management. They create tailored asset allocations and diversified portfolios based on client risk profiles and financial goals. They may use various investment vehicles and third-party managers.
6620 Riverside Drive, Suite 207, Metairie, LA, 70003