Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > stamford > GRANITE GROUP ADVISORS, LLC
GRANITE GROUP ADVISORS, LLC
1 Landmark Square
Suite 426
Stamford, Connecticut 06901
Tel: (203) 210-7814
About GRANITE GROUP ADVISORS, LLC
GRANITE GROUP ADVISORS, LLC, formally registered with the SEC as GRANITE GROUP ADVISORS, LLC. The firm was established in 07/01/2003. They have over 1 offices throughout the country.
GRANITE GROUP ADVISORS, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $565,199,742 assets under management, offering retirement planning & investment advisory services to 742 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127357 |
| SEC# | 801-62197 |
| Assets Managed by Firm | $565,199,742 |
| No. of Clients | 742 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 742 | $565,199,742 |
| High net worth individuals | 115 | $254,632,239 |
| Pension and profit sharing plans | 35 | $272,926,880 |
| Charitable organizations | 5 | $23,525,343 |
| Corporations or other businesses | 1 | $1,257,779 |
More Retirement Planning firms in Stamford, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Stamford, Connecticut