Overview
Assets Under Management: $215 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 62
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.87
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 236
Discretionary Accounts: 234
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 141743
Last Filing Date: 2024-08-06 00:00:00
Website: https://granitecapitalllc.com