SACO RIVER FINANCIAL PLANNING

SACO RIVER FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 173682). Regulatory assets under management: $27.3M.

Registration

• CRD: 173682
• Type: Registered investment adviser
• Phone: 603 356 6734
• Latest filing: 2026-01-13
• Regulatory AUM: $27.3M
• Discretionary AUM: $4.0M
• Non-discretionary AUM: $23.3M
• Clients: 1
• Accounts: 122

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173682 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search