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, individual‑owned registered investment adviser that provides fee‑based wealth management and planning. The firm is SEC‑registered (registered in 2015) and manages portfolios primarily on a percentage‑of‑AUM fee schedule. Its client mix includes high‑net‑worth individuals and families as well as institutional relationships. Core advisory services listed by the firm are comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm was recognized by FA Magazine as a Top RIA Firms outlet 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$407M in ETFs
98%
$399M
2%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $14.8M | 294,645 | 3.65% |
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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