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HAGER INVESTMENT MANAGEMENT SERVICES, LLC
CRD 117097 · SEC 801-123558
280 MAIN STREET, NEW LONDON, NH, 03257, United States
Phone
603-526-4099
Fax
603-526-2305
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.6M
Discretionary AUM
$214.4M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $39.2M |
| High net worth individuals | 68 | $171.5M |
| Charitable organizations | 7 | $10.8M |
States served
ME, MA, NH
All web addresses on file
Official SEC filing: View on IAPD