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Reagan Companies Asset Management, Inc
Marcellus, New York
5.0
21 Reviews
Reagan Companies Asset Management, Inc, a small investment advisory firm headquartered in Marcellus, NY, caters to a diverse clientele of 490 individual clients. With a staggering $675,386,000 in assets under management, the company prides itself on delivering exceptional financial services. While the firm primarily manages discretionary assets, they possess the expertise to handle employer funds, although 401K and individual accounts make up less than 30% of their total assets.
With a compensation structure that encompasses various types such as a percentage of assets under management, hourly charges, and fixed fees, Reagan Com...see more
Assets Under Mgmt
$675.39M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Reviews for Reagan Companies Asset Management, Inc
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