GRANITE STATE RETIREMENT PLANNING, INC.
Adviser information for GRANITE STATE RETIREMENT PLANNING, INC. last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Hampshire, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 501 | $116.4M |
| Total | 501 | $116.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 66 | $22.9M |
| HNW Individuals | 61 | $86.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $7.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)SEMINARS |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 67.4M |
| Portfolio Manager | 67.4M |
| Both for Same | 67.4M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| GRANITE STATE RETIREMENT PLANNING WRAP PROGRAM | GRANITE STATE RETIREMENT PLANNING, INC. |
Identifiers
| SEC RIA File Number | 801-123509 |
|---|---|
| SEC ERA File Number | 801-123509 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 141899 |
| Legal Entity Identifier | None |
Principal Office
360 ROUTE 101SUITE 1301
BEDFORD
NH
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 603-472-4447, Fax: 603-472-4855
Chief Compliance Officer
DAN P. HAGLER
CHIEF EXECUTIVE OFFICER
360 ROUTE 101
SUITE 1301
BEDFORD
NH
United States
Tel:
603-472-4447
Fax:
603-472-4855
D**@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAGLER, DAN, POPE | Individual | – | OWNER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | 09/2006 | > 75% |