Regatta Capital Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

880 Apollo St Ste 129, El Segundo, Calif...

Phone Number

(310) 725-9102

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Regatta Capital Group

Regatta Capital Group is an independent wealth management firm based in El Segundo, CA, dedicated to providing expert financial guidance to successful and driven clients. The firm specializes in a range of services including financial planning, investment management, 401k consulting, endowments and foundations, and impact investing. Their mission is to improve clients' lives by offering personalized advice and support to help them achieve their financial goals. Regatta Capital Group is committed to exceptional service, independence, and fiduciary responsibility.Explore more
Regatta Capital Group's Social MediaPopular SearchesRegatta Capital Group LLCRegatta Capital GroupRegatta Capital Partners IncRegatta Investments LLCRegatta Capital LtdSIC Code 62,628NAICS Code 52,523Show more

Regatta Capital Group Org Chart

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Co-Founder & Chief Investment Officer

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Research Analyst & Manager, Risk

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regatta Capital Group

<$5M
11-50
Private
<$5M
2007
RM
Russell MohbergCo-Founder & Chief Investment Officer
$6.8M
11-50
Private
-
1999
DP
Douglas PrutzmanExecutive Vice President
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Regatta Capital Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Regatta Capital Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Regatta Capital Group.

Regatta Capital Group financials insights

Gather financial insights about Regatta Capital Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Regatta Capital Group Tech Stack

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Frequently Asked Questions Regarding Regatta Capital Group

What is Regatta Capital Group's official website?
Regatta Capital Group's official website is www.regattainvest.com
What is Regatta Capital Group's Revenue?
Regatta Capital Group's revenue is <$5 Million
What is Regatta Capital Group's SIC code?
Regatta Capital Group's SIC: 62,628
What is Regatta Capital Group's NAICS code?
Regatta Capital Group's NAICS: 52,523
How many employees does Regatta Capital Group have?
Regatta Capital Group has 11-50 employees
What industry does Regatta Capital Group belong to?
Regatta Capital Group is in the industry of: Finance, Securities Trading
What is Regatta Capital Group competition?
Regatta Capital Group top competitors include: Pacific Coast Wealth Management, Vibrance Wealth Management, Portfolio Solutions, Horizon Advisors
What technology does Regatta Capital Group use?
Some of the popular technologies that Regatta Capital Group uses are: AppRiver, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Regatta Capital Group?
Regatta Capital Group contact info: Phone number: (310) 725-9102 Website: www.regattainvest.com
What does Regatta Capital Group do?

Regatta Capital Group is an independent wealth management firm based in El Segundo, CA, dedicated to providing expert financial guidance to successful and driven clients. The firm specializes in a range of services including financial planning, investment management, 401k consulting, endowments and foundations, and impact investing. Their mission i... s to improve clients' lives by offering personalized advice and support to help them achieve their financial goals. Regatta Capital Group is committed to exceptional service, independence, and fiduciary responsibility.Read More

What are Regatta Capital Group social media links?
Regatta Capital Group Linkedin page Regatta Capital Group Twitter page Regatta Capital Group Facebook page
Is Regatta Capital Group a public company?
Regatta Capital Group is private company therefore does not currently have an official ticker symbol
See more information about Regatta Capital Group

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