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⚲
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| Granite Financial Group LLC
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|
|
|---|---|
| CRD # | 168675 |
| SEC # | 801-116752 |
| CIK # | 0001464463 |
| AUM | $170.6 M (2025-03-19) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 262-792-1111 |
| Address | 175 N Patrick Blvd Brookfield, WI 53045-5857 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 70.0 |
| (b) Individuals (high net worth individuals) | 50 | 95.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 170.6 |
| By Discretionary | ||
| Discretionary | 491 | 170.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 491 | 170.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.6 | |
| Total | 491 | 170.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001464463] |
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0.2 | |
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