← Tributary

REGENT PROPERTIES

LOS ANGELES, CA · CRD 309360 · IAPD ↗ · 310-806-9800

$1.77BRegulatory AUM
10Advisory reps
28Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
March 2026 — REGENT PROPERTIES shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — REGENT PROPERTIES shrank from 17 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2024 — REGENT PROPERTIES grew from 10 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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