Regency Wealth Management

Regency Wealth Management hits the $220 Million mark!

Regency Wealth Management (Regency) is excited to announce it has just completed its 2017 investment advisory filing with the Security & Exchange Commission (SEC). Regulatory assets under management (RAUM) grew to a new high water mark of $220 Million, up from $171 Million in 2016. This also represents an increase from $86 Million when the firm first filed with the SEC in 2011 and translates to a 17% annualized growth rate over that time. Regency would like to thank its clients, employees, and associates for helping make the firm a success through the years and looks forward to continuing the mission of helping individuals, families, and institutions achieve their financial goals.

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