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| Happy Holidays!! thanks for using AUM13F!! |
| Reagan Companies Asset Management Inc
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| CRD # | 161648 |
| SEC # | 801-78452 |
| CIK # | |
| AUM | $992.3 M (2025-07-18) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 315-673-2094 |
| Address | 8 E Main Street Marcellus, NY 13108 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 479 | 188.1 |
| (b) Individuals (high net worth individuals) | 242 | 575.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 228.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,890 | 992.3 |
| By Discretionary | ||
| Discretionary | 1,890 | 992.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,890 | 992.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 992.3 | |
| Total | 1,890 | 992.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KWB Wealth
✚
|
CA | 1.0 |
|
Portland Global Advisors LLC
✚
|
ME | 1.0 |
|
Strategic Financial Concepts LLC
✚
|
TX | 1.0 |
|
Campbell Wealth Management Inc
✚
|
VA | 1.0 |
|
Capital Wealth Management LLC
✚
|
RI | 1.0 |
|
Onyx Bridge Wealth Group LLC
✚
|
NY | 1.0 |
|
Tennessee Valley Asset Management Partners LLC
✚
|
TN | 1.0 |
|
Hendershot Investments Inc
✚
|
1.0 | |
|
Kaiser Partner Financial Advisors Ltd
✚
|
1.0 | |
|
Accel Wealth Management LLC
✚
|
IA | 1.0 |