REAGAN COMPANIES ASSET MANAGEMENT, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.16B |
| Discretionary | $1.16B100% of AUM |
| Client Accounts | 2,100 |
| Avg Account Size | $553K |
| Employees | 9 |
| Peak AUM | $1.16BMar 2026 |
AUM by Client Type
Total AUM
$1.2B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +17.0% | +19.2% | +13.2% | |
| Discretionary AUM | $1.2B | ||||
Key Metrics
| Total AUM | $1.16B |
| Discretionary | $1.16B |
| Employees | 9 |
| Client Accounts | 2100 |
| Client Range | 251-500 |
Contact & Location
Address
443 N FRANKLIN ST
SYRACUSE NY 13204
Phone
315-673-2094
Filing History
62 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported