CRD: 117097
Hager Investment Management Services, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-20-1999
- Office Locations
- 1
Office Locations
About Hager Investment Management Services, LLC
Hager Investment Management Services is an independent, fee-only RIA providing integrated financial planning, retirement planning, and customized investment management for pre-retirees/retirees and clients navigating major life events, including small business owners and foundations. The firm emphasizes fiduciary, relationship-driven advice, has a full-time CFP® on staff, and implements primarily ETF-based portfolios alongside core fixed income when appropriate.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW WEBSTER HAGER
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #2825316
- Ownership
- 75% or more
PETER EDWARD HAGER
Associate, PARTNER
- CRD
- #1906783
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Michael J Bechtold
Associate
- CRD
- #7389689
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,438,295 | $1,211,516 |
| Non-Discretionary | $7,144,504 | $7,144,504 |
| Total | $221,582,799 | $1,244,847 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing