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| Keyboard |
| Granite State Retirement Planning Inc
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|---|---|
| CRD # | 141899 |
| SEC # | 801-123509 |
| CIK # | |
| AUM | 143.2 M (2026-03-03) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 603-472-4447 |
| Address | 360 Route 101 Bedford, NH 03110 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 48.3 |
| (b) Individuals (high net worth individuals) | 44 | 94.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 454 | 143.2 |
| By Discretionary | ||
| Discretionary | 438 | 140.0 |
| Non-Discretionary | 16 | 3.1 |
| Total | 454 | 143.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.2 | |
| Total | 454 | 143.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mayfield Advisors Inc
✚
|
CA | 143.5 M |
|
Lynch Investment Planning LLC
✚
|
PA | 143.3 M |
|
Martinsen Wealth Management LLC
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AZ | 143.2 M |
|
Forest Capital Operating Company LLC
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|
NC | 143.2 M |
|
PCG Asset Management LLC
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|
NJ | 143.1 M |
|
S R Schill & Associates Inc
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|
WA | 143.1 M |
|
Verus Wealth Management LLC
✚
|
WI | 143.1 M |
|
Gerstemeier Financial Group LLC
✚
|
143.0 M | |
|
TCM Advisors LLC
✚
|
142.9 M | |
|
Appian Way Financial LLC
✚
|
CA | 142.9 M |