Overview
Assets Under Management: $565 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 115
Average Client Assets: $3 million
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