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David Haahr

REAGAN COMPANIES ASSET MANAGEMENT, INC·MARCELLUS, New York
Clean recordREAGAN COMPANIES ASSET MANAGEMENT, INC
8 E MAIN STREET, MARCELLUS, NY 13108CRD# 4635464Firm CRD# 161648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Haahr · MARCELLUS, NY
Registration
CRD #4635464 · REAGAN COMPANIES ASSET MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Haahr is a registered financial advisor based in MARCELLUS, New York, affiliated with REAGAN COMPANIES ASSET MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
REAGAN COMPANIES ASSET MANAGEMENT, INC
REAGAN COMPANIES ASSET MANAGEMENT, INC
AUM
$818M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at REAGAN COMPANIES ASSET MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4635464
Firm CRD# 161648
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Haahr offer?
David Haahr specializes in Financial Planning, Investment Management. Contact their office in MARCELLUS, New York for a consultation.
What are David Haahr's credentials?
David Haahr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Haahr located?
David Haahr is based in MARCELLUS, New York, working with REAGAN COMPANIES ASSET MANAGEMENT, INC. Their office serves clients in the MARCELLUS metropolitan area and surrounding communities.
How does David Haahr charge for services?
David Haahr's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REAGAN COMPANIES ASSET MANAGEMENT, INC?
REAGAN COMPANIES ASSET MANAGEMENT, INC has approximately 7 employees and manages $818M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REAGAN COMPANIES ASSET MANAGEMENT, INC

James Michael Reagan
MARCELLUS, NY
Edward John Reagan
MARCELLUS, NY
Lisa Marie Bardou
MARCELLUS, NY
Richard Paul Reagan
MARCELLUS, NY

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Research
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