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REGAN INVESTMENTS, INC.
CRD 121868 · SEC 801-70012
601 CARLSON PARKWAY, SUITE 1050, MINNETONKA, MN, 55305, United States
Phone
952-473-1080
Fax
952-473-1081
Registration
— (—)
Source
State registered
Total AUM
$67.0M
Discretionary AUM
$66.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $67.0M |
All web addresses on file
Official SEC filing: View on IAPD