Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new hampshire > portsmouth > GRANITE BAY WEALTH MANAGEMENT, LLC
GRANITE BAY WEALTH MANAGEMENT, LLC
22 Deer Street
Suite 200
Portsmouth, New Hampshire 3801
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 1 offices throughout the country.
GRANITE BAY WEALTH MANAGEMENT, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $252,513,654 assets under management, offering retirement planning & investment advisory services to 1201 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 | $252,513,654 |
| No. of Clients | 1201 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1201 | $252,513,654 |
| Individuals (other than high net worth individuals) | 340 | $82,345,991 |
| High net worth individuals | 96 | $160,409,201 |
| Pension and profit sharing plans | 7 | $1,239,014 |
| Charitable organizations | Fewer than 5 clients | $198,654 |
| Corporations or other businesses | Fewer than 5 clients | $8,320,794 |
More Retirement Planning firms in Portsmouth, New Hampshire:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $8,878,539,401 | 64 | 124 | |
| $7,540,692,270 | 20 | 104 | |
| $4,059,119,000 | 50 | 24 | |
| $2,888,383,638 | 1862 | 43 | |
| $2,394,519,530 | 1814 | 34 |
Explore More Retirement Advisors in Portsmouth, New Hampshire