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
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

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 MediaPopular SearchesRegency Capital Management IncSIC Code 62,628NAICS Code 52,523Show more

Regency Capital Management Org Chart

Neil Rose, Founder & Chief Executive Officer at Regency Capital Management
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Founder & 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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Business Support Strategist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regency Capital Managemen...

<$5M
1-10
Private
-
2021
Neil Rose, Founder & Chief Executive Officer at Regency Capital Management
Neil RoseFounder & CEO
<$5M
1-10
Private
-
2020
JB
Jyot BawaManaging Partner
<$5M
11-50
Private
-
2022
N/A
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
-
Valliappan Nagappan, Independent Director at Sasvitha Home Finance
Valliappan NagappanIndependent Director
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Regency Capital Management Tech Stack

A closer look at the technologies used by Regency Capital Management

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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 is Regency Capital Management competition?
Regency Capital Management top competitors include: 67 Motors Ga, Personal Legend Capital, Infinite Investors, Habitat Financial
What technology does Regency Capital Management use?
Some of the popular technologies that Regency Capital Management uses are: Cloudflare Rocket Loader, WordPress.org, reCAPTCHA, PHP
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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