REAGAN COMPANIES ASSET MANAGEMENT, INC

RIASEC RegisteredEst. 2013

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$553K

Accounts

2,100

Employees

Advisory reps

Firm details

Headquarters: SYRACUSE, New York
CRD number: 161648
Registered since: August 26, 2013
Website: www.reaganinvesting.com
Custodians: CHARLES SCHWAB & CO., INC., HAND BENEFITS & TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.45%
Pension & Profit Sharing Plans22.32%
Individuals17.23%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Reagan Companies Asset Management, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2013. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as a fee-based capital allocator that combines portfolio management with financial planning and educational work. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, due diligence and selection of other advisers, and educational seminars or workshops. Reagan is not an active ESG investor. The firm uses a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees — which supports serving a range of client needs from ongoing discretionary management to project-based planning engagements. Reagan Companies was recognized by FA Magazine as a Top RIA Firm in 2020.