REGAN INVESTMENTS, INC.

REGAN INVESTMENTS, INC. of MINNETONKA, MN is an SEC-registered investment adviser (CRD 121868). Regulatory assets under management: $67.0M.

Registration

• CRD: 121868
• SEC file number: 801-70012
• Type: Registered investment adviser
• Location: 601 CARLSON PARKWAY, MINNETONKA, MN, 55305
• Phone: 952-473-1080
• Latest filing: 2026-03-10
• Regulatory AUM: $67.0M
• Discretionary AUM: $66.6M
• Non-discretionary AUM: $440K
• Clients: 3
• Accounts: 199

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search