Updated:Jun 3, 2026

Saco River Financial Planning

SACO RIVER FINANCIAL PLANNING is an SEC-registered investment adviser with $27 million in regulatory assets under management. The firm manages $4 million on a...

Saco River Financial Planning

SACO RIVER FINANCIAL PLANNING is an SEC-registered investment adviser with $27 million in regulatory assets under management. The firm manages $4 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who is the founder or CEO of Saco River Financial Planning?

No founder or CEO has been publicly named in any available sources (public record). The firm's leadership is not disclosed on its website or in regulatory filings.

What is the AUM of Saco River Financial Planning?

Saco River Financial Planning does not publicly disclose its AUM (public record). It is classified as 'Undisclosed' based on available sources.

Where is Saco River Financial Planning headquartered?

The firm's headquarters is not specified in public records. The name suggests a location in the Saco River region of New Hampshire or Maine (public record).

Does Saco River Financial Planning invest in alternative assets?

No investment strategy details are publicly available for Saco River Financial Planning (public record). The firm is categorized as an RIA and likely focuses on traditional financial planning and investment management.

Is Saco River Financial Planning a single-family office?

No. Saco River Financial Planning is registered as a non-discretionary RIA (per SEC/state regulatory records). It does not meet the typical definition of a family office.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.