REAGAN COMPANIES ASSET MANAGEMENT, INC

MARCELLUS, New York·5 registered advisors·CRD# 161648
SEC# 801-784520315-673-2094
01

Firm Overview

AUM
$818M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at REAGAN COMPANIES ASSET MANAGEMENT, INC

5 registered advisors
David Haahr
MARCELLUS, New York
Edward John Reagan
MARCELLUS, New York
James Michael Reagan
MARCELLUS, New York
Lisa Marie Bardou
MARCELLUS, New York
Richard Paul Reagan
MARCELLUS, New York
05

Office Locations

MARCELLUS, New York
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. REAGAN COMPANIES ASSET MANAGEMENT, INC (CRD# 161648) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.