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REAGAN COMPANIES ASSET MANAGEMENT, INC
CRD 161648 · SEC 801-78452
443 N FRANKLIN ST, SUITE 220, SYRACUSE, NY, 13204, United States
Phone
315-673-2094
Fax
315-673-1121
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$1.16B
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 479 | $200.0M |
| High net worth individuals | 285 | $701.7M |
| Pension/profit sharing plans | 16 | $259.1M |
States served
NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD