22 Deer Street
Suite 200
Portsmouth, New Hampshire 03801
Tel: 603-610-8881
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,092,862,376 | 4 | 18 | |
$10,409,452,909 | 70 | 129 | |
$9,643,533,263 | 19 | 113 | |
$3,554,771,000 | 18 | 23 | |
$3,108,813,749 | 1858 | 45 |
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