Regis Metro Associates, Inc. is a large advisory firm based in San Francisco. It manages $726.74 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Regis Metro Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Regis Metro Associates, Inc. is $726.74 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Regis Metro Associates, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Regis Metro Associates is high net worth individuals with 33 clients and $328.27 million of assets under management. Among the 10 most similar advisory firms, Regis Metro Associates has the 5th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $726.74 million for 54 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Regis Metro Associates also advises several private funds. Namely, five real estate funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $250,000.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Regis Metro Associates, Inc. performs its advisory services is located at 455 Market Street, San Francisco, CA 94105 2442, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-421-0500. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at rmare.com.