REGAN FINANCIAL GROUP, LLC

REGAN FINANCIAL GROUP, LLC of DANVILLE, CA is an SEC-registered investment adviser (CRD 284756). Regulatory assets under management: $739K. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 284756
• Type: Registered investment adviser
• Location: 145 TOWN AND COUNTRY ROAD, DANVILLE, CA, 94526
• Phone: 925-820-0630
• Latest filing: 2026-03-26
• Regulatory AUM: $739K
• Non-discretionary AUM: $739K
• Clients: 2
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284756 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search