Regis Metro Associates, Inc.
Regis Metro Associates, Inc. is an SEC-registered wealth manager in San Francisco, CA with $617.8M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Regis Metro Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160859, SEC 801-75149, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $617.8M (2026-04-27)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 5
- Clients
- 35
- CRD
- 160859
- Ownership
- MCLAUGHLIN, DANIELLE, EVANSON; URBAN, DANA, ABIGAIL; POTTER, MICHAEL, FRANCIS; DOYGUN, RACHEL, AKEMI; GLENNON, PATRICK
How much AUM does Regis Metro Associates, Inc. have?
Regis Metro Associates, Inc. reported $617.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Regis Metro Associates, Inc.?
Disclosed owners and executives of Regis Metro Associates, Inc. include MCLAUGHLIN, DANIELLE, EVANSON, URBAN, DANA, ABIGAIL, POTTER, MICHAEL, FRANCIS, DOYGUN, RACHEL, AKEMI, GLENNON, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.