$31.4M Total AUM
$31.4M Disc. AUM
-- 3Y CAGR
1 Employees
174 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2006
- Office Locations
- 1
Office Locations
-- LA Crescenta CA
About Regency Financial Group
Regency Financial Group is a fee-only RIA providing investment management and portfolio management alongside comprehensive financial, retirement, and tax planning (including estate tax planning) for individuals, families, and business owners. The firm also supports real estate needs, including 1031 exchanges. Portfolios are primarily implemented with ETFs, and client accounts are custodied at Charles Schwab.
Team overview
-- AVG AGE
$31.4M AVG AUM / ADVISOR
$180.5K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
VAHICK ARAM YEDGARIAN
Financial Advisor, General Partner, Owner
- CRD
- #2145044
- 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 | $31,409,791 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,409,791 | -- |
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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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