Granite Financial Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 284917
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Granite Financial Advisors, Inc. is an owner-operated independent registered investment adviser that focuses on individual and family clients and small-business owners. The firm offers financial planning and discretionary portfolio management, charging either a percentage of assets under management or fixed fees. Its portfolio approach emphasizes publicly traded equities and exchange-traded products rather than ESG-driven mandates. The firm does not list allocations to third-party alternative fund managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents2%
Contacts
3 of 3Daniel Morgan
SecretaryCRD 6693585
Bradley Catherman
Financial AdvisorCRD 6693396
Tris West
Vice PresidentCRD 6693577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations