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

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 MediaSIC Code 62,628NAICS Code 52,523Show more

Regency Wealth Management Org Chart

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President & Chief Executive Officer

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Partner & Chief Operating Officer

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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
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding 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
Illustration of an envelope

Regency Wealth Management Tech Stack

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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: HFG Wealth Management, Shira Ridge Wealth Management, Sterling Total Wealth Solutions
What technology does Regency Wealth Management use?
Some of the popular technologies that Regency Wealth Management uses are: WordPress.org, PHP, AddToAny, Microsoft 365
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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