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Building 2GRANITE STATE RETIREMENT PLANNING, INC.

Map pinBEDFORD, NH
Phone603-472-4447
NotebookSEC #801-123509
Total AUM
$143.2M
Employees
1
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 ROUTE 101
SUITE 1301
BEDFORD
NH 03110
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
603-472-4447

ReceiptFinancials

Total AUM
$143.2M
Accounts
454
Discretionary
$140M
Accounts
438
Non-Discretionary
$3.1M
Accounts
16

ContactClients

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Individual Clients
84
AUM
$48.3M
HNW Individual Clients
44
AUM
$94.9M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SEMINARS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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