Regency Financial Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2855 Piedmont Ave, La Crescenta, Califor...

Phone Number

(818) 330-9610

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Regency Financial Group

Regency Financial Group is a Registered Investment Advisory firm established in 1995, offering a range of services including financial planning, asset management, retirement planning, and wealth management. The company focuses on helping individuals, families, and businesses achieve their financial goals through personalized strategies and consultative approaches. Their services also encompass real estate, tax planning, and education funding, ensuring a comprehensive financial management experience. With a commitment to serving clients without conflicts of interest, Regency Financial Group operates solely on client fees.Explore more
Regency Financial Group's Social MediaPopular SearchesRegency Financial GroupRegency FinancialRegency Financial CorpRegency Financial IncSIC Code 62,628NAICS Code 52,523Show more

Regency Financial Group Org Chart

PhoneEmail
VY
United States flag for contact location.

Registered Investment Advisor (Ria) & Indepen...

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Compare insights from companies similar to Regency Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regency Financial Group

<$5M
1-10
Private
-
1995
VY
Vahick YedgarianRegistered Investment Advisor (Ria) & Independent Fiduciary Financial Advisor & Certified Financial Planner (Cfp) & Investment Portfolio Manager & Manager, Wealth & Lecturer
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1984
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Regency Financial Group Tech Stack

A closer look at the technologies used by Regency Financial Group

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Frequently Asked Questions Regarding Regency Financial Group

What is Regency Financial Group's official website?
Regency Financial Group's official website is www.regencyfinancial.net
What is Regency Financial Group's Revenue?
Regency Financial Group's revenue is <$5 Million
What is Regency Financial Group's SIC code?
Regency Financial Group's SIC: 62,628
What is Regency Financial Group's NAICS code?
Regency Financial Group's NAICS: 52,523
How many employees does Regency Financial Group have?
Regency Financial Group has 1-10 employees
What industry does Regency Financial Group belong to?
Regency Financial Group is in the industry of: Finance, Securities Trading
What is Regency Financial Group competition?
Regency Financial Group top competitors include: Focus Financial Network, Resource Planning Group, Clarity Capital Advisors, Waterford Advisors
What technology does Regency Financial Group use?
Some of the popular technologies that Regency Financial Group uses are: Microsoft 365, Hostgator, Hostgator Email, Microsoft Exchange Online
How do I contact Regency Financial Group?
Regency Financial Group contact info: Phone number: (818) 330-9610 Website: www.regencyfinancial.net
What does Regency Financial Group do?

Regency Financial Group is a Registered Investment Advisory firm established in 1995, offering a range of services including financial planning, asset management, retirement planning, and wealth management. The company focuses on helping individuals, families, and businesses achieve their financial goals through personalized strategies and consulta... tive approaches. Their services also encompass real estate, tax planning, and education funding, ensuring a comprehensive financial management experience. With a commitment to serving clients without conflicts of interest, Regency Financial Group operates solely on client fees.Read More

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

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