Granite Financial Group

RIASEC RegisteredEst. 2019

Total AUM

$186M

Discretionary

$186M

100% of AUM

Avg account

$381K

Accounts

489

Employees

Advisory reps

Firm details

Headquarters: Brookfield, Wisconsin
CRD number: 168675
Registered since: June 6, 2019
Website: www.granitefgllc.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.71%
Individuals42.96%
Charitable Organizations3.28%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Granite Financial Group is an independent, SEC-registered registered investment adviser organized as an LLC and founded in 2019. It serves both individual and family clients as well as institutional accounts and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Granite identifies itself as an active ESG investor and does not operate as a capital allocator; rather, it implements third-party products and managers within client portfolios.