REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

CRD 113181 · SEC 801-60383

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6620 RIVERSIDE DRIVE, SUITE 207, METAIRIE, LA, 70003, United States

Phone

504-831-4636

Fax

504-831-8936

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$211.5M

Discretionary AUM

$211.1M

Team

8 total employees; 6 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	490	$203.0M
High net worth individuals	60	$7.0M
Corporations/business entities	4	$1.4M

States served

CA, CO, GA, LA, MS, NC, OH, TX, CT, FL

All web addresses on file

HTTPS://REGATTARESEARCH.COM
https://www.facebook.com/regattaresearchllc/
https://www.youtube.com/user/RegattaResearchLLC
HTTPS://YOURFINANCIALCOACHES.COM
https://twitter.com/RegattaResMonMg
https://www.linkedin.com/company/regatta-research-&-money-management-llc/about/

Official SEC filing: View on IAPD