Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
223822194
SEC advisor number
801-17301
FINRA CRD number
105995
AUM ?
$6.21 bn
(as of 27 Mar 23)
Accounts
2,131
(as of 27 Mar 23)
Employees
71
(45 investment advisory or research)
Address
Regentatlantic Capital
1200 MOUNT KEMBLE AVENUE
MORRISTOWN
NJ 07960
1200 MOUNT KEMBLE AVENUE
MORRISTOWN
NJ 07960
Phone
973-425-8420
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21
13F-HR
Quarterly holdings report by institutional manager
29 Apr 21
13F-HR
Quarterly holdings report by institutional manager
4 Feb 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Oct 20
13F-HR
Quarterly holdings report by institutional manager
13 Oct 20