Overview
Assets Under Management: $687 million
Headquarters: CONCORD, NH
High-Net-Worth Clients: 124
Average Client Assets: $3.1 million
Frequently Asked Questions
GRANITE INVESTMENT 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 #149770), GRANITE INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
GRANITE INVESTMENT ADVISORS, LLC is headquartered in CONCORD, NH.
GRANITE INVESTMENT ADVISORS, LLC serves 124 high-net-worth clients according to their SEC filing dated August 14, 2018. View client details ↓
According to their SEC Form ADV, GRANITE INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GRANITE INVESTMENT ADVISORS, LLC manages $687 million in client assets according to their SEC filing dated August 14, 2018.
According to their SEC Form ADV, GRANITE INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.86%
Average Client Assets: $3.1 million
Total Client Accounts: 689
Discretionary Accounts: 649
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 149770
Filing ID: 1234524
Last Filing Date: 2018-08-14 09:13:00