Regatta Capital Group

Regatta Capital Group

Financial Services, 880 Apollo St, El Segundo, California, 90245, United States, 11-50 Employees

regattainvest.com

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phone no Phone Number: 31**********

Who is REGATTA CAPITAL GROUP

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 busin...

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  • 880 Apollo St, El Segundo, California, 90245, United States Headquarters: 880 Apollo St, El Segundo, California, 90245, United States
  • 2007 Date Founded: 2007
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $250 Million to $500 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6771 | NAICS Code: 523910 | Show More

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Regatta Capital Group Org Chart and Mapping

Employees

Grant Nabell

Client Service Representative

Csric™ Lee Clay

Financial Advisor, Esg and Impact Investing Specialist

Maria Toler

Client Services Associate

Spencer Kelly

Owner, Principal & Financial Advisor

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Frequently Asked Questions Regarding Regatta Capital Group

Answer: Regatta Capital Group's headquarters are located at 880 Apollo St, El Segundo, California, 90245, United States

Answer: Regatta Capital Group's phone number is 31**********

Answer: Regatta Capital Group's official website is https://regattainvest.com

Answer: Regatta Capital Group's revenue is $250 Million to $500 Million

Answer: Regatta Capital Group's SIC: 6771

Answer: Regatta Capital Group's NAICS: 523910

Answer: Regatta Capital Group has 11-50 employees

Answer: Regatta Capital Group is in Financial Services

Answer: Regatta Capital Group contact info: Phone number: 31********** Website: https://regattainvest.com

Answer: 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 deserve a unique financial planning process, one that is firmly rooted in your goals for yourself and your family, based on your individual needs and your aspirations for the future. We believe in not only building your investment accounts but in building your overall Net Worth. Thats the bottom line. We want you wealthier this year than you were last year. And well help you track that progress with expert financial strategies and updated financial statements. Its not just about beating the markets but its about building wealth and increasing that bottom line. Our open architecture and private ownership structure enables Regatta Capital Group to align clients interests with market opportunities, delivering top-tier investment strategies and strong long-term returns.

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