Investment adviser · CRD 121868

REGAN INVESTMENTS, INC.

Investment adviser filing (IA)

GOLDEN VALLEY, MN, United States · Form ADV filed Mar 19, 2012

Regulatory AUM
$58M
Form ADV · Item 5.F
Client accounts
266
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 19, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

5500 WAYZATA BOULEVARD, SUITE 215
GOLDEN VALLEY, MN, 55416, United States

CRD 121868

Filing source

Form ADV 624988 · Mar 19, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.