Overview
Assets Under Management: $189 million
Headquarters: NEW LONDON, NH
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
HAGER INVESTMENT MANAGEMENT SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117097), HAGER INVESTMENT MANAGEMENT SERVICES, LLC is subject to fiduciary duty under federal law.
HAGER INVESTMENT MANAGEMENT SERVICES, LLC is headquartered in NEW LONDON, NH.
HAGER INVESTMENT MANAGEMENT SERVICES, LLC serves 58 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, HAGER INVESTMENT MANAGEMENT SERVICES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HAGER INVESTMENT MANAGEMENT SERVICES, LLC manages $189 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, HAGER INVESTMENT MANAGEMENT SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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