Regatta Wealth Management
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
10 E Scranton Ave Ste 301B, Lake Bluff, ...Phone Number
(847) 604-4940Website
www.regattawm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
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1
About Regatta Wealth Management
Regatta Wealth Management specializes in wealth management, offering personalized financial planning and investment management services. The firm employs a strategic approach to investment management tailored to meet the unique needs of its clients. Their services are primarily aimed at residents of the United States, ensuring compliance with local regulations. Regatta Wealth Management operates as a separate entity from Cetera Advisors LLC, which provides the necessary securities and advisory services.Explore more
Regatta Wealth Management Org Chart
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Regatta Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Regatta Wealth Management financials insights
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2021
Debt
$19K
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Regatta Wealth Management specializes in wealth management, offering personalized financial planning and investment management services. The firm employs a strategic approach to investment management tailored to meet the unique needs of its clients. Their services are primarily aimed at residents of the United States, ensuring compliance with local... Read More
