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Regatta Capital Group

Financial Services

Specialities :
Wealth management
Financial planning
Investment management
Retirement planning
College planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Regatta Capital Group

What does Regatta capital group do?+

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 business owners, entrepreneurs and non-profit organizations. We are fiercely independent and through our open architecture we build global portfolios comprised of the industrys leading money managers. Our independence and strong regard for the fiduciary responsibilities we have to our clients guides our every decision. Our goal is to be the pre-eminent boutique wealth management firm serving the high net worth investors in the South Bay and Los Angeles Coastal communities. We believe that you...

What are Regatta capital group's specialties? +

Wealth management,financial planning,investment management,retirement planning,college planning,and impact investing

What is Regatta capital group's industry? +

Regatta capital group operates in the Financial services industry.

What is Regatta capital group's revenue? +

Regatta capital group's revenue is 11m - 100m

What is Regatta capital group's company size? +

Regatta capital group has 11 - 50 employees.

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