Regista Financial Strategies, LLC

RIAState Registered

Total AUM

$13.4M

Discretionary

$13.4M

100% of AUM

Avg account

$151K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
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, privately owned advisory firm organized as an LLC. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. Its fee arrangements include AUM-based fees, hourly charges, and fixed fees. Regista identifies as a capital allocator and reports active ESG investing as part of its process. The firm is state-registered in Colorado, Florida, and Virginia.