Granite State Retirement Planning, Inc.
● SEC registered since 2022CRD 141899SEC# 801-123509Bedford, NH
Reg. AUM
$143.2M
Employees
1
Accounts
454
Location
Bedford, NH
Granite State Retirement Planning, Inc. assets under management
Granite State Retirement Planning, Inc. is a registered investment adviser overseen by the SEC based in Bedford, NH. The firm has been registered since 2022. It reports $143.2 million in regulatory assets under management and employs 1 people.
Granite State Retirement Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dan Pope Hagler Control | Owner, Chief Executive Officer & Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Granite State Retirement Planning, Inc. manage?
Granite State Retirement Planning, Inc. reports $143.2 million in regulatory assets under management on its Form ADV.
How many employees does Granite State Retirement Planning, Inc. have?
Granite State Retirement Planning, Inc. reports 1 employees.
Where is Granite State Retirement Planning, Inc. located?
Granite State Retirement Planning, Inc. is based in Bedford, NH and has been SEC-registered since 2022.
Does Granite State Retirement Planning, Inc. disclose fund performance?
Granite State Retirement Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 360 Route 101, Suite 1301, Bedford, NH 03110 |
| Phone | 603-472-4447 |
| Fax | 603-472-4855 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.2M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$143.2Mregulatory AUM
Discretionary $140MNon-discretionary $3.1M