Granite Group Advisors LLC

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Granite Group Advisors LLC ✚
CRD #	127357
SEC #	801-62197
CIK #
AUM	$485.3 MM (62% Disc, 99% US)
Employees	6 (33% Investors, 0% Brokers)
Phone	203-210-7814
Address	187 Danbury Road Wilton, CT 06897
Links	IAPD Website

Total AUM ($BB)

Sector	Holding	Cap ($MM)	Value ($MM)
	AAPL	843,560.0	16.8
	JNJ	369,000.0	14.2
	ABT	136,670.0	14.0
	UL	141,980.0	13.8
	WMT	286,110.0	13.3
	MSFT	865,660.0	12.8
	ORCL	188,990.0	12.1
	IBM	122,540.0	11.8
	C	145,840.0	11.8
	BA	226,000.0	10.7
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Holdings by Sector ($BB)

[{"dt": "2014-02-05", "sector": "Basic Industries", "value": 0.01179}, {"dt": "2014-02-05", "sector": "Capital Goods", "value": 0.049517}, {"dt": "2014-02-05", "sector": "Consumer Durables", "value": 0}, {"dt": "2014-02-05", "sector": "Consumer Non-Durables", "value": 0.009656}, {"dt": "2014-02-05", "sector": "Consumer Services", "value": 0.064121}, {"dt": "2014-02-05", "sector": "Energy", "value": 0.050439}, {"dt": "2014-02-05", "sector": "Exchange-Traded Fund", "value": 0.018818}, {"dt": "2014-02-05", "sector": "Finance", "value": 0.05049}, {"dt": "2014-02-05", "sector": "Health Care", "value": 0.053323}, {"dt": "2014-02-05", "sector": "Miscellaneous", "value": 0.009987}, {"dt": "2014-02-05", "sector": "n/a", "value": 0.000334}, {"dt": "2014-02-05", "sector": "Public Utilities", "value": 0.00046}, {"dt": "2014-02-05", "sector": "Technology", "value": 0.040924}, {"dt": "2014-02-05", "sector": "Transportation", "value": 0.015242}, {"dt": "2015-01-14", "sector": "Basic Industries", "value": 0.011991}, {"dt": "2015-01-14", "sector": "Capital Goods", "value": 0.037935}, {"dt": "2015-01-14", "sector": "Consumer Durables", "value": 0.011933}, {"dt": "2015-01-14", "sector": "Consumer Non-Durables", "value": 0.010668}, {"dt": "2015-01-14", "sector": "Consumer Services", "value": 0.056944}, {"dt": "2015-01-14", "sector": "Energy", "value": 0.043661}, {"dt": "2015-01-14", "sector": "Exchange-Traded Fund", "value": 0.024991}, {"dt": "2015-01-14", "sector": "Finance", "value": 0.048996}, {"dt": "2015-01-14", "sector": "Health Care", "value": 0.053305}, {"dt": "2015-01-14", "sector": "Miscellaneous", "value": 0.010078}, {"dt": "2015-01-14", "sector": "n/a", "value": 0.000304}, {"dt": "2015-01-14", "sector": "Public Utilities", "value": 0.000288}, {"dt": "2015-01-14", "sector": "Technology", "value": 0.033632}, {"dt": "2015-01-14", "sector": "Transportation", "value": 0.001016}, {"dt": "2016-02-01", "sector": "Basic Industries", "value": 0.026148}, {"dt": "2016-02-01", "sector": "Capital Goods", "value": 0.039579}, {"dt": "2016-02-01", "sector": "Consumer Durables", "value": 0.007005}, {"dt": "2016-02-01", "sector": "Consumer Non-Durables", "value": 0.030753}, {"dt": "2016-02-01", "sector": "Consumer Services", "value": 0.036071}, {"dt": "2016-02-01", "sector": "Energy", "value": 0.058306}, {"dt": "2016-02-01", "sector": "Exchange-Traded Fund", "value": 0.01659}, {"dt": "2016-02-01", "sector": "Finance", "value": 0.05688}, {"dt": "2016-02-01", "sector": "Health Care", "value": 0.047476}, {"dt": "2016-02-01", "sector": "Miscellaneous", "value": 0.010205}, {"dt": "2016-02-01", "sector": "n/a", "value": 0.006331}, {"dt": "2016-02-01", "sector": "Public Utilities", "value": 0.013875}, {"dt": "2016-02-01", "sector": "Technology", "value": 0.031717}, {"dt": "2016-02-01", "sector": "Transportation", "value": 0.007031}, {"dt": "2017-02-01", "sector": "Basic Industries", "value": 0.033764}, {"dt": "2017-02-01", "sector": "Capital Goods", "value": 0.037875}, {"dt": "2017-02-01", "sector": "Consumer Durables", "value": 0.004697}, {"dt": "2017-02-01", "sector": "Consumer Non-Durables", "value": 0.028092}, {"dt": "2017-02-01", "sector": "Consumer Services", "value": 0.044594}, {"dt": "2017-02-01", "sector": "Energy", "value": 0.057081}, {"dt": "2017-02-01", "sector": "Exchange-Traded Fund", "value": 0.017747}, {"dt": "2017-02-01", "sector": "Finance", "value": 0.050855}, {"dt": "2017-02-01", "sector": "Health Care", "value": 0.048028}, {"dt": "2017-02-01", "sector": "Miscellaneous", "value": 0.006986}, {"dt": "2017-02-01", "sector": "n/a", "value": 0.00344}, {"dt": "2017-02-01", "sector": "Public Utilities", "value": 0.00703}, {"dt": "2017-02-01", "sector": "Technology", "value": 0.028748}, {"dt": "2017-02-01", "sector": "Transportation", "value": 0.005776}, {"dt": "2018-02-13", "sector": "Basic Industries", "value": 0.026768}, {"dt": "2018-02-13", "sector": "Capital Goods", "value": 0.047669}, {"dt": "2018-02-13", "sector": "Consumer Durables", "value": 0.004972}, {"dt": "2018-02-13", "sector": "Consumer Non-Durables", "value": 0.012407}, {"dt": "2018-02-13", "sector": "Consumer Services", "value": 0.06543}, {"dt": "2018-02-13", "sector": "Energy", "value": 0.039268}, {"dt": "2018-02-13", "sector": "Exchange-Traded Fund", "value": 0.039083}, {"dt": "2018-02-13", "sector": "Finance", "value": 0.056269}, {"dt": "2018-02-13", "sector": "Health Care", "value": 0.070486}, {"dt": "2018-02-13", "sector": "Miscellaneous", "value": 0.00685}, {"dt": "2018-02-13", "sector": "n/a", "value": 0.000374}, {"dt": "2018-02-13", "sector": "Public Utilities", "value": 0.012628}, {"dt": "2018-02-13", "sector": "Technology", "value": 0.066839}, {"dt": "2018-02-13", "sector": "Transportation", "value": 0.004029}]

Comparable Firms	State	AUM ($BB)
Colony Capital Management Inc ✚	GA	0.5
Spectrum Advisory Services Inc ✚	GA	0.5
MAS Advisors LLC ✚	FL	0.5
Cooper/Haims Advisors LLC ✚	NY	0.5
Investment Advisors Asset Management LLC ✚	PA	0.5
Pinnacle Wealth Management Advisory Group LLC ✚	NJ	0.5
Associated Planners Investment Advisory Inc ✚	CA	0.5
Compton Wealth Advisory Group LLC ✚	VA	0.5
IPS Advisory Inc ✚	TN	0.5
Ashford Advisors LLC ✚	NY	0.5

Granite Group Advisors LLC

Assets, Funds, Holdings