Regency Investment Advisors

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1312 W Herndon Ave Ste 101, Fresno, Cali...

Phone Number

(559) 438-2640

Revenue

<$5 Million

Industry

Finance Securities Trading

About Regency Investment Advisors

Regency Investment Advisors specializes in financial planning, investment management, and retirement plans, aiming to help clients secure their financial future. They serve a diverse clientele, including private clients, young investors, businesses, and nonprofits, with a focus on educating and advocating for informed financial decisions. With nearly 30 years of experience in the San Joaquin Valley, the firm is committed to achieving successful investment outcomes for clients at every stage of life. Their approach emphasizes thoughtful oversight of investments to meet or exceed client objectives.Explore more
Regency Investment Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Regency Investment Advisors Org Chart

PhoneEmail
JM
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Chief Investment Officer

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regency Investment Adviso...

<$5M
11-50
Private
<$5M
1983
JM
Judson MyersChief Investment Officer
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
1-10
Private
-
2020
JS
Jeffrey SmithFounder. Managing Partner. Private Wealth Advisor
<$5M
1-10
Private
-
2002
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Regency Investment Advisors Tech Stack

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Frequently Asked Questions Regarding Regency Investment Advisors

What is Regency Investment Advisors's official website?
Regency Investment Advisors's official website is www.regencyinvests.com
What is Regency Investment Advisors's Revenue?
Regency Investment Advisors's revenue is <$5 Million
What is Regency Investment Advisors's SIC code?
Regency Investment Advisors's SIC: 62,628
What is Regency Investment Advisors's NAICS code?
Regency Investment Advisors's NAICS: 52,523
How many employees does Regency Investment Advisors have?
Regency Investment Advisors has 11-50 employees
What industry does Regency Investment Advisors belong to?
Regency Investment Advisors is in the industry of: Finance, Securities Trading
What is Regency Investment Advisors competition?
Regency Investment Advisors top competitors include: Waypoint Partners, OWL Private Wealth Advisors, Sterling Total Wealth Solutions
What companies has Regency Investment Advisors acquired?
Regency Investment Advisors has acquired the companies: Regency Investment Advisors
What technology does Regency Investment Advisors use?
Some of the popular technologies that Regency Investment Advisors uses are: WooCommerce, WordPress.org, PHP, Adobe Typekit
How do I contact Regency Investment Advisors?
Regency Investment Advisors contact info: Phone number: (559) 438-2640 Website: www.regencyinvests.com
What does Regency Investment Advisors do?

Regency Investment Advisors specializes in financial planning, investment management, and retirement plans, aiming to help clients secure their financial future. They serve a diverse clientele, including private clients, young investors, businesses, and nonprofits, with a focus on educating and advocating for informed financial decisions. With near... ly 30 years of experience in the San Joaquin Valley, the firm is committed to achieving successful investment outcomes for clients at every stage of life. Their approach emphasizes thoughtful oversight of investments to meet or exceed client objectives.Read More

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

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