Granite State Retirement Planning, Inc.
Granite State Retirement Planning, Inc. is an SEC-registered wealth manager in Bedford, NH with $143.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Granite State Retirement Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141899, SEC 801-123509, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $143.2M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Bedford, NH
- Employees
- 1
- Clients
- 128
- CRD
- 141899
- Ownership
- GAGNON, MARK, ROBERT; HAGLER, DAN, POPE
How much AUM does Granite State Retirement Planning, Inc. have?
Granite State Retirement Planning, Inc. reported $143.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Granite State Retirement Planning, Inc.?
Disclosed owners and executives of Granite State Retirement Planning, Inc. include GAGNON, MARK, ROBERT, HAGLER, DAN, POPE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.