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Reagan Companies Asset Management

EST. AUM
$1,160,784,261

CONTACTS
4

CLIENT ACCOUNTS
2,100

Firm Details

Metro area Syracuse
CRD Number 161648
Website reaganinvesting.com
Client types

Overview

Reagan Companies Asset Management, Inc., established in 1991, is a Registered Investment Advisor that provides fee-only financial planning services. The firm specializes in assisting clients near or in retirement, high-net-worth individuals, and large corporate 401(k) and retirement plans. It offers a structured approach to portfolio management, client communication, and regular reviews, incorporating technology to support its services.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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