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The Regency Foundation (Langhorne)


The Regency Foundation is a large advisory firm based in Langhorne. It manages $28.98 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.

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The Regency Foundation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Regency Foundation: assets under management

The assets under management (AUM) of The Regency Foundation is $28.98 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.92 million in discretionary accounts and $67 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $22.33 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Regency Foundation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Langhorne

The principal office where The Regency Foundation performs its advisory services is located at 200 Manor Avenue, Langhorne, PA 19047 9989, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-702-4849 or by fax 215-702-4238. The normal business hours are 8:00 - 4:30 on Monday - Friday. You can find more information about the New York firm at www.regencyfoundation.org.


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