Regista Financial Strategies, LLC

RIASEC Registered

Total AUM

$13.4M

Discretionary

$13.4M

100% of AUM

Avg account

$151K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 326555
Website: www.registafinancial.com
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.35%
Individuals21.47%
Pension & Profit Sharing Plans4.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Regista Financial Strategies, LLC is an independent, owner-operated RIA that serves both individual/family clients and institutional clients. The firm provides financial planning and portfolio management across retail and business/institutional relationships, and it also offers selection of other advisers—acting as a capital allocator into external managers. Its billing mixes percentage-of-AUM arrangements with hourly and fixed-fee engagements. Regista reports being an active ESG investor and lists a range of advisory services including portfolio management for individuals and small businesses, management for businesses or institutions, and pension consulting services.