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Granite State Retirement Planning, Inc.

● SEC registered since 2022CRD 141899SEC# 801-123509Bedford, NH
Export (members)
Reg. AUM
$143.2M
Employees
1
Accounts
454
Location
Bedford, NH

Granite State Retirement Planning, Inc. assets under management

Granite State Retirement Planning, Inc. is a registered investment adviser overseen by the SEC based in Bedford, NH. The firm has been registered since 2022. It reports $143.2 million in regulatory assets under management and employs 1 people.
danhagler.comView on SEC.gov ↗

Granite State Retirement Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Dan Pope Hagler ControlOwner, Chief Executive Officer & Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Granite State Retirement Planning, Inc. manage?

Granite State Retirement Planning, Inc. reports $143.2 million in regulatory assets under management on its Form ADV.

How many employees does Granite State Retirement Planning, Inc. have?

Granite State Retirement Planning, Inc. reports 1 employees.

Where is Granite State Retirement Planning, Inc. located?

Granite State Retirement Planning, Inc. is based in Bedford, NH and has been SEC-registered since 2022.

Does Granite State Retirement Planning, Inc. disclose fund performance?

Granite State Retirement Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address360 Route 101, Suite 1301, Bedford, NH 03110
Phone603-472-4447
Fax603-472-4855
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140M
Non-discretionary$3.1M
Total (RAUM)$143.2M