CRD: 161648
Reagan Companies Asset Management, INC
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- Custodian
- ADP · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2013
- Office Locations
- 1
Office Locations
About Reagan Companies Asset Management, INC
Reagan Companies Asset Management, Inc. is a Marcellus, NY registered investment adviser serving retail and institutional clients. The firm provides asset management and financial planning, including portfolio construction, retirement plan support, insurance and business-succession planning. Investment focus includes asset allocation across mutual funds, ETFs and fixed income. Website offers a 15-minute introductory call scheduler; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD PAUL REAGAN
President
- CRD
- #2391015
- Ownership
- 75% or more
Michelle L. Cathcart
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Ethan Robert Ciota
--
- CRD
- #8157789
DANIEL JOSEPH ESFORD
Investment Advisor Representative
- CRD
- #6455605
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,160,784,261 | $552,754 |
| Non-Discretionary | $0 | -- |
| Total | $1,160,784,261 | $552,754 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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