Active
REGENCY INVESTMENT ADVISORS INC
Investment Advice|FRESNO, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 955.4M |
| Non-Discretionary | 57.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 106990 |
| SEC Number | 801-44406 |
| Street Address | 1312 W HERNDON, SUITE 101 |
| Location | FRESNO, CA 93711 |
| Country | United States |
| Phone | 559-438-2640 |
| Fax | 559-438-2694 |
| Total Employees | 15 |
Client Count by Type (792 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 506 |
| High Net Worth Individual… | 200 |
| Pension/Profit Sharing Pl… | 51 |
| Charitable Organizations | 20 |
| Corporations/Businesses | 15 |
Community Partners
CITY OF FRESNO
CITY OF FRESNO
CITY OF FRESNO
Municipal Government
1 Active
1
Organizations
FRESNO COUNTY RURAL TRANSIT AGENCY
FRESNO COUNTY TRANSPORTATION AUTHORITY
FRESNO IRRIGATION DISTRICT
FRESNO-MADERA AREA AGENCY ON AGING
FRESNO METROPOLITAN FLOOD CONTROL DISTRICT
FRESNO MOSQUITO AND VECTOR CONTROL DISTRICT
KINGS RIVER CONSERVATION DISTRICT
KINGS RIVER WATERSHED COALITION AUTHORITY
FRESNO COUNTY RURAL TRANSIT AGENCY
FRESNO COUNTY TRANSPORTATION AUTHORITY
FRESNO IRRIGATION DISTRICT
FRESNO-MADERA AREA AGENCY ON AGING
FRESNO METROPOLITAN FLOOD CONTROL DISTRICT
FRESNO MOSQUITO AND VECTOR CONTROL DISTRICT
KINGS RIVER CONSERVATION DISTRICT
KINGS RIVER WATERSHED COALITION AUTHORITY
FRESNO COUNTY RURAL TRANSIT AGENCY
FRESNO COUNTY TRANSPORTATION AUTHORITY
FRESNO IRRIGATION DISTRICT
FRESNO-MADERA AREA AGENCY ON AGING
FRESNO METROPOLITAN FLOOD CONTROL DISTRICT
FRESNO MOSQUITO AND VECTOR CONTROL DISTRICT
KINGS RIVER CONSERVATION DISTRICT
KINGS RIVER WATERSHED COALITION AUTHORITY
Special District
8 Active
8
Organizations
ASPEN MEADOW PUBLIC SCHOOL
CLOVIS COMMUNITY COLLEGE
CONLEY & SONS CONSTRUCTION LLC
FRESNO CITY COLLEGE
FRESNO CITY COLLEGE, BUSINESS OFFICE
SIERRA CHARTER SCHOOL
STATE CENTER COMMUNITY COLLEGE DISTRICT
ASPEN MEADOW PUBLIC SCHOOL
CLOVIS COMMUNITY COLLEGE
CONLEY & SONS CONSTRUCTION LLC
FRESNO CITY COLLEGE
FRESNO CITY COLLEGE, BUSINESS OFFICE
SIERRA CHARTER SCHOOL
STATE CENTER COMMUNITY COLLEGE DISTRICT
ASPEN MEADOW PUBLIC SCHOOL
CLOVIS COMMUNITY COLLEGE
CONLEY & SONS CONSTRUCTION LLC
FRESNO CITY COLLEGE
FRESNO CITY COLLEGE, BUSINESS OFFICE
SIERRA CHARTER SCHOOL
STATE CENTER COMMUNITY COLLEGE DISTRICT
School District
7 Active
7
Organizations
1000 FRIENDS OF FRESNO
2 LITTLE 2 IGNORE
30 LOTUS TALENT GROUP CORP
360 Accelerator Education Partners
360 ELITE INC
365 ISLAMIC EDUCATION NETWORK
3D PRINTING ELVES
3RS GROUP HOME INC
401 ASSOCIATION
4 ALL GENERATIONS EMPOWERMENT GROUP
4C Children and Family
4EVERGREEN FOSTER FAMILY AGENCY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1000 FRIENDS OF FRESNO
2 LITTLE 2 IGNORE
30 LOTUS TALENT GROUP CORP
360 Accelerator Education Partners
360 ELITE INC
365 ISLAMIC EDUCATION NETWORK
3D PRINTING ELVES
3RS GROUP HOME INC
401 ASSOCIATION
4 ALL GENERATIONS EMPOWERMENT GROUP
4C Children and Family
4EVERGREEN FOSTER FAMILY AGENCY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1000 FRIENDS OF FRESNO
2 LITTLE 2 IGNORE
30 LOTUS TALENT GROUP CORP
360 Accelerator Education Partners
360 ELITE INC
365 ISLAMIC EDUCATION NETWORK
3D PRINTING ELVES
3RS GROUP HOME INC
401 ASSOCIATION
4 ALL GENERATIONS EMPOWERMENT GROUP
4C Children and Family
4EVERGREEN FOSTER FAMILY AGENCY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2713 Active
2713
Organizations
Community Partners66 organizations
FRESNO COUNTY RURAL TRANSIT AGENCY
Special District·FRESNO
FRESNO COUNTY TRANSPORTATION AUTHORITY
Special District·FRESNO
FRESNO IRRIGATION DISTRICT
Special District·FRESNO
FRESNO-MADERA AREA AGENCY ON AGING
Special District·FRESNO
FRESNO METROPOLITAN FLOOD CONTROL DISTRICT
Special District·FRESNO
FRESNO MOSQUITO AND VECTOR CONTROL DISTRICT
Special District·FRESNO
KINGS RIVER CONSERVATION DISTRICT
Special District·FRESNO
KINGS RIVER WATERSHED COALITION AUTHORITY
Special District·FRESNO
ASPEN MEADOW PUBLIC SCHOOL
School District·FRESNO
CLOVIS COMMUNITY COLLEGE
School District·FRESNO
CONLEY & SONS CONSTRUCTION LLC
School District·FRESNO
SIERRA CHARTER SCHOOL
School District·FRESNO
STATE CENTER COMMUNITY COLLEGE DISTRICT
School District·FRESNO
1000 FRIENDS OF FRESNO
Nonprofit Organization·fresno
2 LITTLE 2 IGNORE
Nonprofit Organization·FRESNO
30 LOTUS TALENT GROUP CORP
Nonprofit Organization·Fresno
360 Accelerator Education Partners
Nonprofit Organization·Fresno
360 ELITE INC
Nonprofit Organization·FRESNO
365 ISLAMIC EDUCATION NETWORK
Nonprofit Organization·Fresno
3D PRINTING ELVES
Nonprofit Organization·Fresno
3RS GROUP HOME INC
Nonprofit Organization·FRESNO
401 ASSOCIATION
Nonprofit Organization·Fresno
4 ALL GENERATIONS EMPOWERMENT GROUP
Nonprofit Organization·FRESNO
4C Children and Family
Nonprofit Organization·Fresno
4EVERGREEN FOSTER FAMILY AGENCY INC
Nonprofit Organization·FRESNO
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fresno
4MY NEIGHBORS NEEDS INC
Nonprofit Organization·Fresno
59DAYSOFCODE
Nonprofit Organization·Fresno
5 STONES OPEN DOOR
Nonprofit Organization·Fresno
91ST INFANTRY DIVISION LEAGUE
Nonprofit Organization·Fresno
99 LAMB FOUNDATION
Nonprofit Organization·Fresno
9 TO 5 FOR CHRIST
Nonprofit Organization·Fresno
AAUW - FRESNO COUNTY BRANCH
Nonprofit Organization·Fresno
A BENDICION EN IMMIGRATION
Nonprofit Organization·FRESNO
ABIDE IN TRUTH & LOVE
Nonprofit Organization·FRESNO
ABLE ADVOCATES
Nonprofit Organization·Fresno
Abrazo Foster Family Agency
Nonprofit Organization·Fresno
ACADEMIA HISPANA FOUNDATION
Nonprofit Organization·FRESNO
ACCESS PLUS CAPITAL
Nonprofit Organization·FRESNO
ACCION DE FE
Nonprofit Organization·Fresno
ACEC - San Joaquin Valley Chapter
Nonprofit Organization·FRESNO
ACHAMA PROGRESSIVE UNION - USA
Nonprofit Organization·Fresno
A CHANGE OF HEART MINISTRIES
Nonprofit Organization·Fresno
ACTIVE 4 LIFE FOUNDATION
Nonprofit Organization·Fresno
ACTIVITYNUT FOUNDATION INC
Nonprofit Organization·Fresno
ACTS FOUNDATION
Nonprofit Organization·FRESNO
Acts Ministries Inc
Nonprofit Organization·Fresno
ACTS STREET MINISTRIES
Nonprofit Organization·Fresno
ADAM YOUTH AND SOCCER LEAGUE
Nonprofit Organization·FRESNO
ADAT SHALOM OF FRESNO
Nonprofit Organization·Fresno
A DIVINE PURPOSE
Nonprofit Organization·FRESNO
ADOPTION RESOURCE FOUNDATION
Nonprofit Organization·FRESNO
ADVANCED BEHAVIORAL CONCEPTS
Nonprofit Organization·FRESNO