Reagan Companies Asset Management, Inc

Overview

Reagan Companies Asset Management, Inc is an SEC registered investment adviser based in Syracuse, NY, registered since 2013. It reports $1.2B in assets under management across 2,100 accounts, with 9 employees. It has 5 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

100%

Accounts

2,100

Average account

$553K

Employees

9

Advisory reps

5

Registered since

2013

Jurisdictions

6

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Richard Paul Reagan President CRD 2391015
• David Haahr Chief Operating Officer CRD 4635464
• Michelle L Cathcart Chief Compliance Officer CRD 8191507

Advisory reps 3 of 5

• Ethan Robert Ciota Investment Adviser Rep CRD 8157789
• Daniel Joseph Esford Investment Adviser Rep CRD 6455605
• David Haahr Investment Adviser Rep CRD 4635464

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

443 N Franklin St Ste 220
Syracuse, NY 13204

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: reaganinvesting.com

Every state, with registration dates

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