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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2022
- Office Locations
- 1
Office Locations
About Regents Partners, LLC
Regents Park Advisors (Regents Partners, LLC) provides fiduciary financial planning and personalized portfolio management using its “Non-Linear” retirement-planning process to Protect, Optimize, Shield, and Build. The firm emphasizes holistic planning with risk, cost, and tax reduction, and portfolios designed to be positioned offensively, defensively, or protectively through market cycles. Serves individuals as well as wealth managers, intermediaries, and institutions with a high-touch approach.
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Investment Themes
Investment Vehicles
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Owner & Executives
R MATTHEW TULLIS
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2191556
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,163,479 | $615,179 |
| Non-Discretionary | $0 | -- |
| Total | $201,163,479 | $615,179 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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