HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Firm details
- Headquarters
- NEW LONDON, New Hampshire
- CRD number
- 117097
- Registered since
- March 28, 2022
- Website
- www.hagerinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.41%
- Individuals17.69%
- Charitable Organizations4.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hager Investment Management Services, LLC is an independent, SEC-registered RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts and provides fee arrangements that include a percentage of assets under management, hourly billing, and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Investment Grade Corp Bonds11%
- State & Local Bonds4%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
Contacts
3 of 4ANDREW HAGER
Managing PartnerCRD 2825316
ROBIN BRIGHAM
Senior AdvisorCRD 1712747
PETER HAGER
PartnerCRD 1906783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$5.2M in ETFs
90%
$4.7M
10%
$519K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $689K | 2,148 | 13.15% |
Location
NEW LONDON, NH
MERRIMACK
Location
NEW LONDON, NH
Headquartered in NEW LONDON, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MERRIMACK
- Address
- 280 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
VALPEY FINANCIAL SERVICES LLC
RIACONCORD, NH
LEDGEWOOD WEALTH ADVISORS, LLC
RIAEXETER, NH
LOUDON INVESTMENT MANAGEMENT, LLC
RIAWest Lebanon, NH
FAIRSCALE CAPITAL, LLC
RIANASHUA, NH
GLENWOOD INVESTMENT GROUP, LLC
RIAMANCHESTER, NH
BLUELINE ADVISORS
RIAEXETER, NH