GRANITE BAY WEALTH MANAGEMENT, LLC

22 Deer Street
Suite 200
Portsmouth, New Hampshire 03801
Tel: 603-610-8881

About GRANITE BAY WEALTH MANAGEMENT, LLC

GRANITE BAY WEALTH MANAGEMENT, LLC, formally registered with the SEC as GRANITE BAY WEALTH MANAGEMENT, LLC. The firm was established in 04/17/2015. They have over 2 offices throughout the country.

GRANITE BAY WEALTH MANAGEMENT, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $357,344,239 assets under management, offering retirement planning & investment advisory services to 1381 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174765
SEC#	801-92174
Assets Managed by Firm	$357,344,239
No. of Clients	1381
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1381	$357,344,239
Individuals (other than high net worth individuals)	372	$116,849,874
High net worth individuals	116	$217,614,515
Charitable organizations	Fewer than 5 clients	$207,253
Corporations or other businesses	6	$22,672,597

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