REAGAN COMPANIES ASSET MANAGEMENT, INC

8 E Main Street
Marcellus, New York 13108
Tel: 315-673-2094

About REAGAN COMPANIES ASSET MANAGEMENT, INC

REAGAN COMPANIES ASSET MANAGEMENT, INC, formally registered with the SEC as REAGAN COMPANIES ASSET MANAGEMENT, INC. The firm was established in 08/26/2013. They have over 1 offices throughout the country.

REAGAN COMPANIES ASSET MANAGEMENT, INC is a Marcellus, New York based Financial Planning firm with nearly $992,298,797 assets under management, offering retirement planning & investment advisory services to 1890 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161648
SEC#	801-78452
Assets Managed by Firm	$992,298,797
No. of Clients	1890
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1890	$992,298,797
Individuals (other than high net worth individuals)	479	$188,100,567
High net worth individuals	242	$575,617,286
Pension and profit sharing plans	17	$228,580,944

More Retirement Planning firms in Marcellus, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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