← Tributary

REAGAN COMPANIES ASSET MANAGEMENT, INC

SYRACUSE, NY · CRD 161648 · IAPD ↗ · reaganinvesting.com · 315-673-2094

$1.16BRegulatory AUM
5Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — REAGAN COMPANIES ASSET MANAGEMENT, INC moved its main office from MARCELLUS, NY to SYRACUSE, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
April 2026 — REAGAN COMPANIES ASSET MANAGEMENT, INC crossed $1B in regulatory AUM ($992.3M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.