Overview
Assets Under Management: $120 million
Headquarters: HANOVER, NH
High-Net-Worth Clients: 30
Average Client Assets: $2 million
Frequently Asked Questions
GRANITE VALUE CAPITAL, 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 #150169), GRANITE VALUE CAPITAL, LLC is subject to fiduciary duty under federal law.
GRANITE VALUE CAPITAL, LLC is headquartered in HANOVER, NH.
GRANITE VALUE CAPITAL, LLC serves 30 high-net-worth clients according to their SEC filing dated February 09, 2024. View client details ↓
According to their SEC Form ADV, GRANITE VALUE CAPITAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GRANITE VALUE CAPITAL, LLC manages $120 million in client assets according to their SEC filing dated February 09, 2024.
According to their SEC Form ADV, GRANITE VALUE CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 182
Discretionary Accounts: 182
Regulatory Filings
CRD Number: 150169
Last Filing Date: 2024-02-09 00:00:00
Website: https://advisorlawyer.com