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REGIS METRO ASSOCIATES, INC.

SAN FRANCISCO, CA · CRD 160859 · IAPD ↗ · 415-421-0500

$617.8MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — REGIS METRO ASSOCIATES, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
October 2024 — REGIS METRO ASSOCIATES, INC. moved its main office from LOS ANGELES, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.