Regency Wealth Management

Regency Wealth Management reaches over $256 Million in Regulatory Assets Under Management!

Regency Wealth Management (Regency) is excited to announce it has just completed its 2018 investment advisory filing with the Securities & Exchange Commission (SEC). Regulatory assets under management (RAUM) grew to a new high water mark of over $256 Million, an increase of 16.3% from $220 Million in 2017. This also represents a 16.9% annualized growth rate from $86 Million when the firm first filed with the SEC in 2011. 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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