CRD: 284756
Regan Financial Group, LLC
$739.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
19 ADV. Clients
9 yrs Firm Age
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
145 Town AND Country Road Suite 101 Danville CA
About Regan Financial Group, LLC
Regan Financial Group, LLC is a California-registered RIA providing holistic wealth management for individuals and business owners, integrating investment management with tax, insurance, estate and retirement planning. The firm uses risk profiling (Nitrogen/Riskalyze) to guide asset allocation; portfolios commonly use ETFs and mutual funds and can be custodied at Schwab.
Team overview
68 AVG AGE
$739.0K AVG AUM / ADVISOR
$38.9K AVG AUM / CLIENT
9.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT JOSEPH REGAN
Chief Compliance Officer, Managing Member
- CRD
- #2322096
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $739,000 | -- |
| Total | $739,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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