Granite Capital Wealth Management LLC
RIAState Registered
Total AUM
$30M
Discretionary
$30M
100% of AUM
Avg account
$545K
Accounts
55
Employees
3
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 307670
- Website
- www.teamgranite.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Granite Capital Wealth Management LLC is a small, privately owned advisory firm that focuses on portfolio management for individual and family clients as well as small businesses and institutions. The firm charges a percentage-of-AUM fee schedule and also uses performance-based fees, suggesting at least some client arrangements or managed products are compensated on an incentive basis. Granite’s stated allocations emphasize equities, and its advisory work is delivered through discretionary mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Derivatives50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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