PPrivate Fund Data Log in Join · $37/mo

Reagan Companies Asset Management, Inc

● SEC registered since 2013CRD 161648SEC# 801-78452Marcellus, NY
Export (members)
Reg. AUM
$992.3M
Employees
8
Accounts
1,890
Location
Marcellus, NY

Reagan Companies Asset Management, Inc assets under management

Reagan Companies Asset Management, Inc is an SEC-registered investment adviser based in Marcellus, NY. The firm has been registered since 2013. It reports $992.3 million in regulatory assets under management and employs 8 people.
www.reaganinvesting.comView on SEC.gov ↗

Reagan Companies Asset Management, Inc owners & executives

3 reported
NameTitleOwnershipSince
David HaahrChief Operating OfficerUnder 5%2015
Lisa Marie BardouChief Compliance OfficerUnder 5%2015
Richard Paul Reagan ControlPresidentOver 75%2014

Frequently asked questions

How much does Reagan Companies Asset Management, Inc manage?

Reagan Companies Asset Management, Inc reports $992.3 million in regulatory assets under management on its Form ADV.

How many employees does Reagan Companies Asset Management, Inc have?

Reagan Companies Asset Management, Inc reports 8 employees.

Where is Reagan Companies Asset Management, Inc located?

Reagan Companies Asset Management, Inc is based in Marcellus, NY and has been SEC-registered since 2013.

Does Reagan Companies Asset Management, Inc disclose fund performance?

Reagan Companies Asset Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8 E Main Street, Suite 220, Marcellus, NY 13108
Phone315-673-2094
Fax315-673-1121
Office hours7:30a.m.-4:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$992.3M
Non-discretionary$0
Total (RAUM)$992.3M