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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Granite Group Advisors LLC
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| CRD # | 127357 |
| SEC # | 801-62197 |
| CIK # | |
| AUM | $485.3 MM (62% Disc, 99% US, 2019-09-17) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 203-210-7814 |
| Address | 187 Danbury Road Wilton, CT 06897 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JNJ | 381,110.0 | 16.8 | |
| MSFT | 1,376,930.0 | 15.3 | |
| AAPL | 1,372,810.0 | 15.3 | |
| WMT | 350,980.0 | 13.2 | |
| ABT | 158,280.0 | 13.1 | |
| INTC | 263,950.0 | 11.3 | |
| TJX | 66,240.0 | 11.2 | |
| UL | 133,670.0 | 11.2 | |
| BA | 81,670.0 | 9.8 | |
| ORCL | 166,450.0 | 9.4 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cambridge Advisors Inc
✚
|
NE | 0.5 |
|
Minis & Co Inc
✚
|
GA | 0.5 |
|
Spectrum Advisory Services Inc
✚
|
GA | 0.5 |
|
The Eideard Group LLC
✚
|
NH | 0.5 |
|
Sage Rhino Capital LLC
✚
|
CA | 0.5 |
|
Chatham Capital Group Inc
✚
|
GA | 0.5 |
|
BRIO Consultants LLC
✚
|
CA | 0.5 |
|
DMJ Wealth Advisors LLC
✚
|
NC | 0.5 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.5 |
|
Luxon Asset Management LLC
✚
|
VA | 0.5 |