Reagan Companies Asset Management, INC
Syracuse, NY·SEC-registered · CRD #161648
Reagan Companies Asset Management, INC is an SEC-registered investment advisory firm in Syracuse, NY managing $1.2B across 2.1k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.1k
Advisory staff
5
Fee model
Fee-based
How Reagan Companies Asset Management, INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Reagan Companies Asset Management, INC
How much does Reagan Companies Asset Management, INC manage?
Per its most recent SEC Form ADV filing (06/23/2026), Reagan Companies Asset Management, INC reports $1.2B in regulatory assets under management across roughly 2.1k client accounts.
How does Reagan Companies Asset Management, INC charge?
Reagan Companies Asset Management, INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Reagan Companies Asset Management, INC a fiduciary?
Yes. Reagan Companies Asset Management, INC is registered with the U.S. Securities and Exchange Commission (CRD #161648), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Reagan Companies Asset Management, INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Reagan Companies Asset Management, INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Syracuse, NY
Profile compiled from Reagan Companies Asset Management, INC's public SEC Form ADV filing (CRD #161648, filed 06/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Reagan Companies Asset Management, INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Reagan Companies Asset Management, INC? Claim this profile.