Regency Capital Management

Finance · Hawaii, United States · 1-10 Employees

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Overview

Headquarters

1001 Bishop St Ste 1090, Honolulu, Hawai...

Phone Number

(808) 451-3193

Revenue

<$5 Million

Industry

Finance Securities Trading

About Regency Capital Management

Regency Capital Management is a private asset management and wealth advisory firm that caters to high net worth individuals, families, and select institutions. Based in Honolulu and Bainbridge Island, the firm specializes in independent fiduciary wealth management and investment advisory services, focusing on evidence-based portfolios and risk management. Their offerings include customized portfolio management, rational wealth management strategies, and family office services for larger estates. The firm emphasizes collaboration with clients' tax and legal professionals to enhance financial and retirement planning.Explore more
Regency Capital Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Regency Capital Management Org Chart

Neil Rose, Chief Executive Officer at Regency Capital Management
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Chief Executive Officer

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Arthur Mallet, President & Chief Operating Officer at Regency Capital Management
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President & Chief Operating Officer

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Frequently Asked Questions Regarding Regency Capital Management

What is Regency Capital Management's official website?
Regency Capital Management's official website is www.regencycm.com
What is Regency Capital Management's Revenue?
Regency Capital Management's revenue is <$5 Million
What is Regency Capital Management's SIC code?
Regency Capital Management's SIC: 62,628
What is Regency Capital Management's NAICS code?
Regency Capital Management's NAICS: 52,523
How many employees does Regency Capital Management have?
Regency Capital Management has 1-10 employees
What industry does Regency Capital Management belong to?
Regency Capital Management is in the industry of: Finance, Securities Trading
What technology does Regency Capital Management use?
Some of the popular technologies that Regency Capital Management uses are: WordPress.org, PHP, Barracuda Networks, HubSpot
How do I contact Regency Capital Management?
Regency Capital Management contact info: Phone number: (808) 451-3193 Website: www.regencycm.com
What does Regency Capital Management do?

Regency Capital Management is a private asset management and wealth advisory firm that caters to high net worth individuals, families, and select institutions. Based in Honolulu and Bainbridge Island, the firm specializes in independent fiduciary wealth management and investment advisory services, focusing on evidence-based portfolios and risk mana... gement. Their offerings include customized portfolio management, rational wealth management strategies, and family office services for larger estates. The firm emphasizes collaboration with clients' tax and legal professionals to enhance financial and retirement planning.Read More

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

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