Overview
Assets Under Management: $318 million
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 54
Average Client Assets: $5 million
Frequently Asked Questions
SHARPER & GRANITE 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 #136719), SHARPER & GRANITE LLC is subject to fiduciary duty under federal law.
SHARPER & GRANITE LLC is headquartered in EL SEGUNDO, CA.
SHARPER & GRANITE LLC serves 54 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, SHARPER & GRANITE LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SHARPER & GRANITE LLC manages $318 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, SHARPER & GRANITE LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.50
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 461
Discretionary Accounts: 461
Regulatory Filings
CRD Number: 136719
Last Filing Date: 2025-02-11 00:00:00
Website: https://sharpergranite.com