Overview
Assets Under Management: $565 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 115
Average Client Assets: $3 million
Frequently Asked Questions
GRANITE GROUP ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127357), GRANITE GROUP ADVISORS, LLC is subject to fiduciary duty under federal law.
GRANITE GROUP ADVISORS, LLC is headquartered in STAMFORD, CT.
GRANITE GROUP ADVISORS, LLC serves 115 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, GRANITE GROUP ADVISORS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GRANITE GROUP ADVISORS, LLC manages $565 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, GRANITE GROUP ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.92
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 742
Discretionary Accounts: 701
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 127357
Last Filing Date: 2024-03-19 00:00:00
Website: https://granitegroupadvisors.com