GRANITE GROUP ADVISORS, LLC

RIASEC RegisteredEst. 2003

Total AUM

$830M

Discretionary

$425M

51% of AUM

Avg account

$1M

Accounts

829

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 127357
Registered since: July 1, 2003
Website: www.granitegroupadvisors.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI47.41%
Other42.55%
Pension & Profit Sharing Plans4.73%
Charitable Organizations3.48%
Investment Companies1.57%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Granite Group Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory scope includes discretionary and non-discretionary portfolio management for individuals, pooled investment vehicles and institutions, selection of other advisers, and educational workshops; pension consulting is listed among its advisory activities. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. Granite Group does not identify as an active ESG investor and is not flagged as a multi-state adviser.