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Home > Retirement Planners > new hampshire > bedford > GRANITE STATE RETIREMENT PLANNING, INC.
GRANITE STATE RETIREMENT PLANNING, INC.
360 Route 101
Suite 1301
Bedford, New Hampshire 03110
Tel: 603-472-4447
About GRANITE STATE RETIREMENT PLANNING, INC.
GRANITE STATE RETIREMENT PLANNING, INC, formally registered with the SEC as GRANITE STATE RETIREMENT PLANNING, INC. The firm was established in 03/23/2022. They have over 1 offices throughout the country.
GRANITE STATE RETIREMENT PLANNING, INC. is a Bedford, New Hampshire based Financial Planning firm with nearly $132,049,467 assets under management, offering retirement planning & investment advisory services to 486 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141899 |
| SEC# | 801-123509 |
| Assets Managed by Firm | $132,049,467 |
| No. of Clients | 486 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SEMINARS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 486 | $132,049,467 |
| Individuals (other than high net worth individuals) | 89 | $45,256,502 |
| High net worth individuals | 37 | $77,997,525 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,795,440 |
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