Regency Wealth Management

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

500 N Franklin Tpke Ste 212, Ramsey, New...

Phone Number

(201) 447-5850

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
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About Regency Wealth Management

Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal service will always be available.Explore more
Regency Wealth Management's Social MediaPopular SearchesRegency Wealth ManagementRegency Wealth Management LLCRegency Retirement Plan Consultants LLCRegency Wealth ManagmentRegencyWealthManagementNJ/? xtsSIC Code 62,628NAICS Code 52,523Show more

Regency Wealth Management Org Chart

DO
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
BK
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Partner & Chief Operating Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regency Wealth Management

<$5M
11-50
Private
-
2004
DO
Derick O'NeillPresident & CEO
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2000
Emily Peacock, Chief Operating Officer at Shira Ridge Wealth Management
Emily PeacockChief Operating Officer
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Regency Wealth Management Tech Stack

A closer look at the technologies used by Regency Wealth Management

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Frequently Asked Questions Regarding Regency Wealth Management

What is Regency Wealth Management's official website?
Regency Wealth Management's official website is www.regencywealth.com
What is Regency Wealth Management's Revenue?
Regency Wealth Management's revenue is <$5 Million
What is Regency Wealth Management's SIC code?
Regency Wealth Management's SIC: 62,628
What is Regency Wealth Management's NAICS code?
Regency Wealth Management's NAICS: 52,523
How many employees does Regency Wealth Management have?
Regency Wealth Management has 11-50 employees
What industry does Regency Wealth Management belong to?
Regency Wealth Management is in the industry of: Finance, Securities Trading
What is Regency Wealth Management competition?
Regency Wealth Management top competitors include: Pillar Wealth Management, Tribeca Financial, HFG Wealth Management, Shira Ridge Wealth Management
What technology does Regency Wealth Management use?
Some of the popular technologies that Regency Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Regency Wealth Management?
Regency Wealth Management contact info: Phone number: (201) 447-5850 Website: www.regencywealth.com
What does Regency Wealth Management do?

Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal servic... e will always be available.Read More

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

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