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HAGER INVESTMENT MANAGEMENT SERVICES, LLC

dba HAGER INVESTMENT MANAGEMENT SERVICES, LLC · CRD 117097 · Registered Investment Adviser

HAGER INVESTMENT MANAGEMENT SERVICES, LLC is a Registered Investment Adviser headquartered in NEW LONDON, NH. The firm reports $221,582,799 in regulatory assets under management across 178 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$214,438,295
Non-discretionary$7,144,504
Total RAUM$221,582,799
Accounts178

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 117097. adviserinfo.sec.gov/firm/summary/117097.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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