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Home > Retirement Planners > new hampshire > new london > HAGER INVESTMENT MANAGEMENT SERVICES, LLC
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
280 Main Street
New London, New Hampshire 03257
Tel: 603-526-4099
About HAGER INVESTMENT MANAGEMENT SERVICES, LLC
HAGER INVESTMENT MANAGEMENT SERVICES, LLC, formally registered with the SEC as HAGER INVESTMENT MANAGEMENT SERVICES, LLC. The firm was established in 03/28/2022. They have over 1 offices throughout the country.
HAGER INVESTMENT MANAGEMENT SERVICES, LLC is a New London, New Hampshire based Financial Planning firm with nearly $189,406,085 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117097 |
| SEC# | 801-123558 |
| Assets Managed by Firm | $189,406,085 |
| No. of Clients | 386 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 386 | $189,406,085 |
| Individuals (other than high net worth individuals) | 108 | $41,737,542 |
| High net worth individuals | 58 | $138,356,875 |
| Charitable organizations | 6 | $9,311,668 |
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