RIA Intelligence

THE REGENCY FOUNDATION

CRD #119224 SEC #801-61196 LANGHORNE, PA 215-702-4532
SEC Registered
Total AUM
$29.4M
Discretionary
$28M
Employees
5
Clients
51
Accounts
140

Firm Details

Organization Type
Other (specify) (501(C)(3)NOT FOR PROFIT EDUCATIONAL CORPORATION)
State of Formation
--
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
Sep 13, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CELIA, DANIEL, JOSEPHIEXECUTIVE DIRECTOR AND CHIEF COMPLIANCE OFFICERNA
MOORE, ANDREW, PICHIEF FINANCIAL OFFICERNA
PHILADELPHIA BIBLICAL UNIVERSITYDEPARENT UNIVERSTIYE Control

Registrations

Federal

IA
Sep 13, 2005 REGISTERED

Notice Filings (1)

PA

Address

200 MANOR AVENUE
LANGHORNE, PA 19047-9989
USA
Phone: 215-702-4532