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Lisa Marie Bardou

REAGAN COMPANIES ASSET MANAGEMENT, INC·MARCELLUS, New York
Unclaimed Profile
8 E MAIN STREET, MARCELLUS, NY 13108CRD# 3041731Firm CRD# 161648
01

About

Lisa Marie Bardou 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
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# 3041731
Firm CRD# 161648
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Marie Bardou offer?
Lisa Marie Bardou specializes in Financial Planning, Investment Management. Contact their office in MARCELLUS, New York for a consultation.
What are Lisa Marie Bardou's credentials?
Lisa Marie Bardou is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marie Bardou located?
Lisa Marie Bardou 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 Lisa Marie Bardou charge for services?
Lisa Marie Bardou'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 in MARCELLUS
Richard Paul Reagan — REAGAN COMPANIES ASSET MANAGEMENT, INCJames Michael Reagan — REAGAN COMPANIES ASSET MANAGEMENT, INCEdward John Reagan — REAGAN COMPANIES ASSET MANAGEMENT, INCDavid Haahr — REAGAN COMPANIES ASSET MANAGEMENT, INC
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