Regatta Research & Money Management LLC
Legal Name: REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
6620 RIVERSIDE DRIVE, SUITE 207, METAIRIE, LA
504-831-4636
https://yourfinancialcoaches.com
Frequently Asked Questions (FAQ)
Full Contact Details
Regatta Research & Money Management LLC
6620 RIVERSIDE DRIVE, SUITE 207, METAIRIE, LA
504-831-4636
504-831-8936
Other Info
Regatta Research & Money Management LLC is a limited liability company based in LA with four employees. Two of the employees hold advisory roles within the company, and the number of clients served by the firm is unknown. The firm is approved and registered with the U.S. Securities and Exchange Commission since July 3, 2001.
Website
Website
Fee Only Financial Planning and Wealth Management
New Orleans Fee Only Wealth Manager, committed to helping you achieve your financial goals
Direct Owners
-
DEANNA WOOLEY RICHMOND
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ERIC ARTHUR GRESCHNER
PORTFOLIO MANAGER owns more than 50% but less than 75%
-
RUDY JEROME BLANCHARD
PORTFOLIO MANAGER owns more than 25% but less than 50%