REGATTA CAPITAL GROUP
Regatta Capital Group is a wealth management firm that deals with financial planning, investment strategies and retirement services.
REGATTA CAPITAL GROUP
Industry:
Financial Services Impact Investing Wealth Management
Founded:
2007-01-01
Address:
El Segundo, California, United States
Country:
United States
Website Url:
http://www.regattainvest.com
Total Employee:
11+
Status:
Active
Contact:
+1-310.725.9102
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress
Similar Organizations
AssetDynamics Wealth Management
AssetDynamics Wealth Management is a financial advisory firm that specializes in investment strategies and retirement planning services.
Official Site Inspections
http://www.regattainvest.com
- Host name: 77.115.212.35.bc.googleusercontent.com
- IP address: 35.212.115.77
- Location: United States
- Latitude: 38.6583
- Longitude: -77.2481
- Timezone: America/New_York
More informations about "Regatta Capital Group"
Home - Regatta Capital Group
Our passionate team specializes in financial planning, investment management, 401k consulting, endowments & foundations, and impact investing. Let us help you craft a personalized plan to …See details»
Our Team - Regatta Capital Group
When clients join our firm they often say they joined the Regatta Family. Each team member shares the same core values of hard work, honesty, integrity, caring and commitment to the …See details»
Russell Mohberg, MBA, CFP® - Regatta Capital Group
Russell is a Co-founder of Regatta Capital Group, a Managing Partner, and serves as the Co-Chief Investment Officer. As the Chair of the firm’s Investment Committee, he listens to clients’ needs and preferences and searches the …See details»
Regatta Capital Group - PitchBook
Oct 3, 2023 · Boutique wealth management firm providing financial planning, investment management, and related services. Regatta Capital Group is a Registered Investment Advisor (RIA) with a fiduciary responsibility to act in …See details»
Regatta Capital Group - Crunchbase Investor Profile & Investments
Regatta Capital Group is a wealth management firm that deals with financial planning, investment strategies and retirement services. View contacts for Regatta Capital Group to access new …See details»
Regatta Capital Group - LinkedIn
Established in 2007 as a registered investment advisory (RIA) firm, Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, small …See details»
Regatta Capital Group, LLC (El Segundo) | Adviser Rankings
Regatta Capital Group, LLC is a large advisory firm based in El Segundo. It manages $323.68 million of regulatory assets for 1,965 client accounts. It has been registered with the SEC as …See details»
REGATTA CAPITAL GROUP | FINANCIAL MANAGEMENT
Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, entrepreneurs and non-profit organizations. Our independence and strong …See details»
Our Difference - Regatta Capital Group
We strive to go above and beyond – to build trusting, close, meaningful relationships and to improve the quality of our client’s lives by giving the needed advice, encouragement and tools …See details»
Russell Mohberg - Managing Director & Chief Investment Officer ...
Russell serves as Regatta Capital Group's Managing Director and Chief Investment Officer. As the Chair of the firm's Investment Committee, he listens clients’ needs and preferences and …See details»
Regatta Capital Group - Overview, News & Similar companies
Established in 2007 as a registered investment advisory (RIA) firm, Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, small …See details»
REGATTA CAPITAL GROUP, LLC | Form ADV - Radient
Oct 30, 2024 · Regatta Capital Group LLC is a registered investment advisor that offers investment advisory services to individuals, high net worth individuals, pension and profit …See details»
Russell Mohberg - Managing Director & Chief Investment
Dec 21, 2023 · Russell Mohberg is a Managing Director & Chief Investment Officer at Regatta Capital Group based in El Segundo, California. Previously, Russell wa Read More. The facts …See details»
Britt Joyce, MBA, CFA, CFP® - Regatta Capital Group
Britt is a Managing Partner, Financial Advisor, Director of Endowments & Foundations, and the CO-Chief Investment Officer. Britt has been managing and analyzing clients’ investments …See details»
Regatta Capital Group Management Team | Org Chart
Regatta Capital Group employs 21 employees. The Regatta Capital Group management team includes Russell Mohberg (Managing Director and Chief Investment Officer), Britt Joyce …See details»
Regatta Ventures Fund I: Performance | PitchBook
Jan 1, 2023 · Information on investments, limited partners, investment strategy, and returns for Regatta Ventures Fund I. Use the PitchBook Platform to explore the full profile.See details»
Regatta Investments LEI 815600257B8EB80E1F47 - Cbonds.com
Regatta Investments. Information about the issuer. News and credit ratings. (LEI 815600257B8EB80E1F47). Tables with accounting and financial reporting.See details»
Individual Stock Portfolios - Regatta Capital Group
Regatta’s stock portfolio provides you with your own individual tax basis and offers a focused approach to portfolio construction. Co-CIO Britt Joyce, CFP®, CFA, MBA brings world-class …See details»
Regatta Capital Group (@regattacapitalgroup) - Instagram
181 Followers, 74 Following, 47 Posts - Regatta Capital Group (@regattacapitalgroup) on Instagram: "A Boutique Wealth Management Firm. As seen in Southbay Magazine’s Trusted …See details»
Our Philosophy & Our Models - Regatta Capital Group
Our investment philosophy draws from design methodology, scientific method and behavioral finance. Design methodology helps our team think creatively when building and adjusting …See details»