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

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