Granite Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
Quincy, Massachusetts
CRD number
312998
Fee structure
Other

Firm profile

FINTRX

Overview

Granite Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. FINTRX does not list the firm's SEC registration year. The adviser is not identified as a capital allocator, is not active on ESG initiatives, and does not act as a pension consultant or related adviser. Its fee structure is recorded as "Other." The firm lists an industry affiliation with an accountant. Although Granite Reports multiple office locations, the adviser is not flagged as a multi-state adviser in the snapshot data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Gregory Lamping

    Investment Advisor RepresentativeCRD 7343852

  • David Dennis

    David Dennis

    Managing PartnerCRD 5731509

  • Chakradhar Gurram

    Investment AdviserCRD 7138069

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Quincy, MA

Norfolk

Location

Quincy, MA

Headquartered in Quincy, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
176 Granite St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth