Erika
Jenkins
Regatta Capital Group, LLC
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About this Advisor
Erika Jenkins is a financial advisor who works in El Segundo, California who has 3 years of relevant experience. Jenkins is an employee of Regatta Capital Group, LLC. Their career trajectory has included roles at Regatta Capital Group, LLC, The Art Of Management LLC and Cristobal & Co. Cpas. Jenkins holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Regatta Capital Group, LLC is a registered investment company that has its headquarters in El Segundo, CA. The firm has offices in six locations and a total of 17 people on staff. It oversees $1 billion in assets across its 3,231 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to nine charitable organizations. Of its 3,231 accounts, 35% belong to high-net-worth investors who have more than $1 million in assets. Regatta Capital Group, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Regatta Capital Group, LLC most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regatta Capital Group, LLC Brokerage Details
$1,017,962,240
17
3,231
$315,061
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Erika Jenkins Work History
Erika has been registered as a financial advisor for 3 years.*
Regatta Capital Group, LLC
The Art Of Management LLC
Cristobal & Co. Cpas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erika Jenkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Regatta Capital Group, LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
New Vernon, NJ
El Segundo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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