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Home > Retirement Planners > wisconsin > brookfield > GRANITE FINANCIAL GROUP
GRANITE FINANCIAL GROUP
175 N. Patrick Blvd.
Suite 170
Brookfield, Wisconsin 53045-5857
Tel: 262-792-1111
About GRANITE FINANCIAL GROUP
GRANITE FINANCIAL GROUP, formally registered with the SEC as GRANITE FINANCIAL GROUP. The firm was established in 06/06/2019. They have over 1 offices throughout the country.
GRANITE FINANCIAL GROUP is a Brookfield, Wisconsin based Financial Planning firm with nearly $149,100,000 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168675 |
| SEC# | 801-116752 |
| Assets Managed by Firm | $149,100,000 |
| No. of Clients | 247 |
| No. of Advisors | 1 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 247 | $149,100,000 |
| Individuals (other than high net worth individuals) | 200 | $42,000,000 |
| High net worth individuals | 45 | $102,000,000 |
| Charitable organizations | 1 | $5,000,000 |
| Corporations or other businesses | 1 | $100,000 |
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