RETEGY LLC

RETEGY LLC is an SEC-registered investment adviser (CRD 294291). Regulatory assets under management: $8.1M.

Registration

• CRD: 294291
• Type: Registered investment adviser
• Phone: (949) 662-3212
• Latest filing: 2026-05-27
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 1
• Accounts: 36

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 294291 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search