Regis Metro Associates, Inc.

RIASEC Registered

Total AUM

$618M

Discretionary

$106M

17% of AUM

Avg account

$17.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 160859
Registered since: April 18, 2012
Website: www.rmare.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI58.96%
Pooled Investment Vehicles17.1%
Charitable Organizations12.14%
Corporations / Businesses11.8%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Regis Metro Associates, Inc. is a corporation registered with the SEC since 2012 that operates as a real estate–focused adviser and broker. The firm serves both individual/family and institutional clients and provides portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of outside advisers. Regis Metro’s documented business roles include acting as a real estate broker and serving as sponsor, general partner, or managing member of pooled vehicles. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and is organized under individual ownership. It is not identified as an active ESG investor and is not registered as a multistate or newly formed adviser.