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 established in 2013. The firm serves both individual/family and institutional clients and operates as a capital allocator, with an explicit practice of selecting and placing client capital with outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and investor education such as seminars and workshops. Reagan offers a mix of fee arrangements (percentage of assets under management, hourly, and fixed fees) and does not position itself as an active ESG investor. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020, reflecting some external visibility within the independent-adviser community.