Reagan Companies Asset Management
Financial Services • 
Marcellus, New York, United States • 1-10 Employees
Company overview
| Headquarters | 8 E. Main St., Marcellus, NY 13108, US |
| Phone number | +13156731121 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, IRA, Retirement Planning, Financial Planning, Investment Management, 401(K) Plans, Corporate Retirement Planning |
| Founded | 1991 |
| Employees | 1-10 |
| Socials |
Key Contact at Reagan Companies Asset Management
Rick Reagan
President, Certified Financial Planner
Reagan Companies Asset Management Email Formats
Reagan Companies Asset Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@reaganinvesting.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@reaganinvesting.com | 80% |
{first name}.{last name} | john.doe@reagancompanies.com | 20% |
About Reagan Companies Asset Management
Reagan Companies Asset Management, Inc. was founded in 1991 and is a Registered Investment Advisor dedicated to putting your interests first and providing a professional, high level of service to all our clients. We specialize in working with clients that are either close to retirement, in retirement or have high-net worth portfolios, as well as larger, corporate 401(k) & retirement plans. We have a proven system of client contact, portfolio management, and on-going reviews that is constantly reviewed and adjusted to utilize the latest technology. We feel our system is unique and provides our clients with a very personal and high level of service. Reagan Companies Asset Management, Inc. (RCAM) is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RCAM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. RCAM does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
Reagan Companies Asset Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Reagan Companies Asset Management has 6 employees across 3 departments.
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Number of employees
Funding Data
Reagan Companies Asset Management has never raised funding before.
Reagan Companies Asset Management Tech Stack
Discover the technologies and tools that power Reagan Companies Asset Management's digital infrastructure, from frameworks to analytics platforms.
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Australia
Frequently asked questions
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