Overview
Assets Under Management: $189 million
Headquarters: NEW LONDON, NH
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 386
Discretionary Accounts: 385
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 117097
Last Filing Date: 2025-02-07 00:00:00
Website: https://hagerinvestments.com