R
$67.0M Total AUM
$66.6M Disc. AUM
-- 3Y CAGR
3 Employees
81 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2002
- Office Locations
- 2
Office Locations
1600 Utica Avenue South Suite 460 Minneapolis MN
601 Carlson Parkway Suite 1050 Minnetonka MN
About Regan Investments, Inc.
Regan Investments, Inc. is a Minnesota-based, principal-led RIA serving retail clients with portfolio management and financial planning. The firm emphasizes asset allocation using ETFs alongside mutual funds and fixed income, with some alternative and infrastructure exposure. Custody includes Fidelity/NFS (and Merrill Lynch). Majority-owned by Robert M. Regan Jr.
Team overview
-- AVG AGE
$33.5M AVG AUM / ADVISOR
$827.6K AVG AUM / CLIENT
13.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT M REGAN JR.
Principal, Vice President
- CRD
- #4339405
- Ownership
- 75% or more
Available
Available
Available
C
CYNTHIA REGAN SMITH
Secretary Treasurer
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,599,310 | $240,229 |
| Non-Discretionary | $439,844 | $96,671 |
| Total | $67,039,154 | $218,102 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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