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Home > Retirement Planners > california > el segundo > SHARPER & GRANITE LLC
SHARPER & GRANITE LLC
400 Continental Plaza
Suite 600
El Segundo, California 90245
Tel: 310-426-2909
About SHARPER & GRANITE LLC
SHARPER & GRANITE LLC, formally registered with the SEC as SHARPER & GRANITE LLC. The firm was established in 05/15/2015. They have over 1 offices throughout the country.
SHARPER & GRANITE LLC is a El Segundo, California based Financial Planning firm with nearly $318,273,744 assets under management, offering retirement planning & investment advisory services to 461 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136719 |
| SEC# | 801-96271 |
| Assets Managed by Firm | $318,273,744 |
| No. of Clients | 461 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 461 | $318,273,744 |
| Individuals (other than high net worth individuals) | 68 | $28,118,513 |
| High net worth individuals | 54 | $265,757,354 |
| Pension and profit sharing plans | 6 | $16,275,255 |
| Charitable organizations | 2 | $8,045,366 |
| Corporations or other businesses | 1 | $77,256 |
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