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REGAN FINANCIAL GROUP, LLC
CRD 284756
145 TOWN AND COUNTRY ROAD, SUITE 101, DANVILLE, CA, 94526, United States
Phone
925-820-0630
Fax
925-262-2320
Registration
— (—)
Source
State registered
Total AUM
$739K
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $443K |
All web addresses on file
Official SEC filing: View on IAPD