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GRANITE STATE RETIREMENT PLANNING, INC.
CRD 141899 · SEC 801-123509
360 ROUTE 101, SUITE 1301, BEDFORD, NH, 03110, United States
Phone
603-472-4447
Fax
603-472-4855
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.2M
Discretionary AUM
$140.0M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersSEMINARS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $48.3M |
| High net worth individuals | 44 | $94.9M |
States served
MA, NE, TX, NH, FL
All web addresses on file
- https://danhagler.com/
- HTTP://WWW.GSRPNH.COM
- HTTPS://TWITTER.COM/GSRPNH
- HTTPS://THEPROTECTEDRETIREMENTPROCESS.COM/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/GRANITE-STATE-RETIREMENT-PLANNING-INC-
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC6EWHNNIGMKWBR1O-LXJWFA
- HTTPS://WWW.FACEBOOK.COM/GRANITESTATERETIREMENT/
- HTTP://PROTECTEDRETIREMENT.COM
- HTTP://ASSESSWITHDAN.COM
- https://financialpentagon.com/
Official SEC filing: View on IAPD