HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Total AUM
$221.6M
Employees
3Clients
178Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
280 MAIN STREET
NEW LONDON
NH 03257
United States
NEW LONDON
NH 03257
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
603-526-4099
Financials
Total AUM
$221.6M
Accounts
178Discretionary
$214.4M
Accounts
177Non-Discretionary
$7.1M
Accounts
1
Clients
Individual Clients
103AUM
$39.2M
HNW Individual Clients
68AUM
$171.5M
Charitable Organization Clients
7AUM
$10.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MAMENH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.