Overview
Assets Under Management: $992 million
Headquarters: MARCELLUS, NY
High-Net-Worth Clients: 4
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.96
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 1,890
Discretionary Accounts: 1,890
Regulatory Filings
CRD Number: 161648
Filing ID: 2004485
Last Filing Date: 2025-07-18 12:34:00
Website: https://reaganinvesting.com