About this location
REGATTA CAPITAL GROUP, LLC offers portfolio management for businesses, pension consulting services, financial planning services, other services, portfolio management for individuals and/or small businesses, portfolio management for pooled investment vehicles and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$906,869,912
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Hourly charges
A percentage of assets under management
Performance-based fees
Fixed fees
Advisors at This Location
Lisa Margulies
More Info
