Spencer
Kelly
Regatta Capital Group, LLC
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About this Advisor
Spencer Kelly is a financial advisor based in El Segundo, California, working with Regatta Capital Group, LLC. Spencer has previously held a position at Regatta Capital Group. Spencer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Spencer is part of Regatta Capital Group, LLC, which operates out of El Segundo, California. The firm has 6 offices and 16 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Regatta Capital Group, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regatta Capital Group, LLC Brokerage Details
$1,162,612,228
16
3,382
$343,765
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
Spencer Kelly Work History
Regatta Capital Group
Disclosures
Please visit the SEC profile of Spencer Kelly 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
El Segundo, CA
El Segundo, CA
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