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 registered investment adviser formed as an LLC and owned by an individual. The firm provides advisory services to both individual & family clients and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and is not marked as a multistate adviser or a capital allocator.
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 4
Andrew Hager
Managing PartnerCRD 2825316
Robin Brigham
Senior AdvisorCRD 1712747
Peter Hager
Managing PartnerCRD 1906783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$6.4M in ETFs
92%
$5.8M
8%
$521K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $795K | 2,148 | 12.51% |
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
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