Sharper & Granite LLC
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 136719
- Registered since
- May 15, 2015
- Website
- sharpergranite.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.93%
- Pension & Profit Sharing Plans5.65%
- Individuals5.47%
- Corporations / Businesses2.67%
- Charitable Organizations2.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sharper & Granite LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2015. The firm is owner-managed and charges clients on a percentage-of-AUM basis. Its client base combines high-net-worth individuals and families with institutional relationships; core advisory offerings listed on filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor. Sharper & Granite received a mention in FA Magazine’s Top RIA Firms list in 2020.
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
- Public Funds/Mutual Funds86%
- Exchange Traded Equities6%
- State & Local Bonds5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 5
Christopher Casanega
Managing DirectorCRD 5014713
Andrew Lessman
Financial AdvisorCRD 7695248
Tina Herrera
Senior DirectorCRD 6613023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$452M in ETFs
98%
$441M
3%
$11.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $21.3M | 423,807 | 4.72% |
Location
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 400 Continental Blvd
- Time zone
- PT (UTC-8)
- Office locations
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