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REGIS METRO ASSOCIATES, INC.
CRD 160859 · SEC 801-75149
220 HALLECK STREET, SUITE 200B, SAN FRANCISCO, CA, 94129, United States
Phone
415-421-0500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$617.8M
Discretionary AUM
$105.6M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $364.2M |
| Pooled investment vehicles | 5 | $105.6M |
| Charitable organizations | 1 | $75.0M |
| Corporations/business entities | 7 | $72.9M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD