Reagan Companies Asset Management, Inc
● SEC registered since 2013CRD 161648SEC# 801-78452Syracuse, NY
Reg. AUM
$1.16B
Employees
9
Accounts
2,100
Location
Syracuse, NY
Reagan Companies Asset Management, Inc assets under management
Reagan Companies Asset Management, Inc is an SEC-registered investment adviser based in Syracuse, NY. The firm has been registered since 2013. It reports $1.2 billion in regulatory assets under management and employs 9 people.
Reagan Companies Asset Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Haahr | Chief Operating Officer | Under 5% | 2015 |
| Michelle L. Cathcart | Chief Compliance Officer | Under 5% | 2025 |
| Richard Paul Reagan Control | President | Over 75% | 2014 |
Frequently asked questions
How much does Reagan Companies Asset Management, Inc manage?
Reagan Companies Asset Management, Inc reports $1.2 billion 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 9 employees.
Where is Reagan Companies Asset Management, Inc located?
Reagan Companies Asset Management, Inc is based in Syracuse, 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
| Address | 443 N Franklin St, Suite 220, Syracuse, NY 13204 |
| Phone | 315-673-2094 |
| Fax | 315-673-1121 |
| Office hours | 7:30a.m.-4:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.16B▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.16Bregulatory AUM
Discretionary $1.16B