Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > GRANITE HARBOR ADVISORS, INC.
GRANITE HARBOR ADVISORS, INC.
10603 West Sam Houston Parkway North
Suite 450
Houston, Texas 77064
Tel: 832-461-0789
About GRANITE HARBOR ADVISORS, INC.
GRANITE HARBOR ADVISORS, INC, formally registered with the SEC as GRANITE HARBOR ADVISORS, INC. The firm was established in 05/30/2017. They have over 1 offices throughout the country.
GRANITE HARBOR ADVISORS, INC. is a Houston, Texas based Financial Planning firm with nearly $401,223,647 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 179523 |
| SEC# | 801-110558 |
| Assets Managed by Firm | $401,223,647 |
| No. of Clients | 824 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 824 | $401,223,647 |
| Individuals (other than high net worth individuals) | 236 | $60,021,211 |
| High net worth individuals | 112 | $322,826,478 |
| Pension and profit sharing plans | 5 | $5,097,603 |
| Charitable organizations | 1 | $575,715 |
| Corporations or other businesses | 5 | $2,341,398 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas