Reagan Companies Asset Management, Inc.
Reagan Companies Asset Management, Inc. (CRD# 161648) is a financial advisory firm headquartered in Marcellus, NY. They manage $818,070,197 in 691 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management818MILLION
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Total Number of Accounts691ACCOUNTS
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Average Account Value$1,183,893
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, NC, NY, SC, TX, VA
Daniel Esford (CRD# 6455605) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 4 years of experience in the finance industry. Daniel Esford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Reagan (CRD# 2391015) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 30 years of experience in the finance industry.