Regan Investments, Inc. is an adviser based in Golden Valley. It manages $58.02 million of regulatory assets for 266 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Minnesota, and Wisconsin.
Regan Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Regan Investments, Inc. is $58.02 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Regan Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Regan Investments, Inc. performs its advisory services is located at 5500 Wayzata Boulevard, Golden Valley, MN 55416, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-473-1080 or by fax 952-473-1081. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.reganinv.com.