Regatta Capital Group

Get Full Access

Description

  • Established in 2007 as a registered investment advisory (RIA) firm, Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, small business owners, entrepreneurs and non-profit organizations. We are fiercely independent and through our open architecture we build global portfolios comprised of the industrys leading money managers. Our independence and strong regard for the fiduciary responsibilities we have to our clients guides our every decision. Our goal is to be the pre-eminent boutique wealth management firm serving the high net worth investors in the South Bay and Los Angeles Coastal communities.We believe that you deserve a unique financial planning process, one that is firmly rooted in your goals for yourself and your family, based on your individual needs and your aspirations for the future. We believe in not only building your investment accounts but in building your overall Net Worth. Thats the bottom line. We want you wealthier this year than you were last year. And well help you track that progress with expert financial strategies and updated financial statements. Its not just about beating the markets but its about building wealth and increasing that bottom line. Our open architecture and private ownership structure enables Regatta Capital Group to align clients interests with market opportunities, delivering top-tier investment strategies and strong long-term returns.
  • location

    Headquarters:880 Apollo Street Suite 129, El Segundo, California, United States

    More
  • Regatta Capital Group phone

    Phone Number: +1 310-725-9102

  • Regatta Capital Group website

    Website: https://www.regattainvest.com

  • Regatta Capital Group employees

    Employees:12

  • Regatta Capital Group revenue

    Revenue:$1 - 10M

  • Regatta Capital Group legal name

    Legal Name:Regatta Capital Group

  • Regatta Capital Group's Social Media

    Regatta Capital Group linkedin Regatta Capital Group facebook Regatta Capital Group twitter
  • done Is this data correct?
  • |  NAICS Code: 561990  |

    Show More
Person level website identification

Founder And Chief Information Officer, Regatta Capital Group for Regatta Capital Group

Russell Mohberg

Founder And Chief Information Officer, Regatta Capital Group

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Russell Mohberg

Founder And Chief Information Officer, Regatta Capital Group

Erika Jenkins

Controller And Director Of Tax Strategy

Grace Yu

Research Analyst And Risk Manager

Frequently Asked Questions regarding Regatta Capital Group

  • Where are Regatta Capital Group's Headquarters?

    Regatta Capital Group's Headquarters are in 880 Apollo Street Suite 129,El Segundo,California,United States

  • What is Regatta Capital Group's phone number?

    Regatta Capital Group's phone number is +1 310-725-9102

  • What is Regatta Capital Group's official website?

    Regatta Capital Group's official website is https://www.regattainvest.com

  • What is Regatta Capital Group's Revenue?

    Regatta Capital Group's revenue is $1 - 10M

  • What is Regatta Capital Group's NAICS code?

    Regatta Capital Group's NAICS code is 561990

  • How many employees are working in Regatta Capital Group

    Regatta Capital Group has 12 employees

  • What is Regatta Capital Group's Industry?

    Regatta Capital Group is in the industry of Financial Services

  • Who is Regatta Capital Group's Founder And Chief Information Officer, Regatta Capital Group?

    Regatta Capital Group's Founder And Chief Information Officer, Regatta Capital Group is Russell Mohberg

Company Directory