R Matthew
Tullis
Regents Partners, LLC
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About this Advisor
R Matthew Tullis is a financial advisor based in Salt Lake City, Utah, working with Regents Partners, LLC. R Matthew Tullis has previously held positions at Vigilant Investment Advisors, LLC, Wn Holdings, LLC, Wealth Navigation, LLC, Regent Street Advisors LLC, Regent Street Dynamic Partners, LLC, Regent Street Select Partners, LLC, Regent Street Focused Fund, LLC, Lifepro Asset Management, LLC, Regents Park Advisors, LLC, Foresight Wealth Management, LLC, Foresight Wealth Management, Regents Partners, LLC, Foresight Wealth Management, Regents Street, Vigilant Investment Advisors, and Regents Settlement Solutions, LLC. R Matthew Tullis has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, R Matthew Tullis is part of Regents Partners, LLC, which operates out of Salt Lake City, Utah. The firm has 5 employees and manages assets totaling $217.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Regents Partners, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Regents Partners, LLC Brokerage Details
$217,000,000
5
884
$245,475
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
R Matthew Tullis Work History
Regents Settlement Solutions, LLC
Regents Partners, LLC
Regents Park Advisors, LLC
Foresight Wealth Management, LLC
Foresight Wealth Management
Foresight Wealth Managment
Regents Partners, LLC
Lifepro Asset Management, LLC
Regent Street Dynamic Partners, LLC
Regent Street Select 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
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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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