R Matthew
Tullis
Regents Partners, LLC
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About this Advisor
R Matthew Tullis is a financial advisor working out of Salt Lake City, Utah with a total of 1 year of industry experience. Tullis works at Regents Partners, LLC. Over the course of their career, Tullis has held roles at Regent Street Select Partners, LLC, Vigilant Investment Advisors, LLC, Wn Holdings, LLC, Wealth Navigation, LLC, Regent Street Advisors LLC, Regent Street Dynamic Partners, LLC, Regent Street Focused Fund, LLC, Lifepro Asset Management, LLC, Regents Park Advisors, LLC, Foresight Wealth Management, Regents Partners, LLC, Regents Street, Vigilant Investment Advisors, Foresight Wealth Management, LLC and Foresight Wealth Managment. Tullis has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Regents Partners, LLC is a financial advisory business that has its headquarters in Salt Lake City, UT. It oversees $280 million in assets between its 900 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 900 client accounts, 36% belong to high-net-worth investors who have more than $1 million in assets available to invest. Regents Partners, LLC has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely are based on which services the firm provides the client. Fees billed by Regents Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regents Partners, LLC Brokerage Details
$279,500,000
8
900
$310,556
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
R Matthew Tullis Work History
R Matthew has been registered as a financial advisor for 1 years.*
Regents Partners, LLC
Regents Park Advisors, LLC
Foresight Wealth Management
Foresight Wealth Management, LLC
Foresight Wealth Managment
Regents Partners, LLC
Lifepro Asset Management, LLC
Regent Street Select Partners, LLC
Regent Street Dynamic Partners, LLC
Regent Street Focused Fund, LLC
Regent Street Advisors LLC
Regents Street
Wn Holdings, LLC
Wealth Navigation, LLC
Vigilant Investment Advisors, LLC
Vigilant Investment Advisors
*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 R Matthew Tullis 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 Regents Partners, LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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