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GRANITE HARBOR ADVISORS, INC.
HOUSTON, TX
832-461-0789
SEC #801-110558Total AUM
$642.1M
Employees
12Clients
433Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10603 WEST SAM HOUSTON PARKWAY NORTH
SUITE 450
HOUSTON
TX 77064
United States
SUITE 450
HOUSTON
TX 77064
United States
Operating Hours
9:00 AM-5:00PM
Monday - Friday
Monday - Friday
Phone
832-461-0789
Other Offices
1
Financials
Total AUM
$642.1M
Accounts
1,068Discretionary
$635.8M
Accounts
1,063Non-Discretionary
$6.3M
Accounts
5
Clients
Individual Clients
262AUM
$99.8M
HNW Individual Clients
154AUM
$486.7M
Pooled Vehicle Clients
3AUM
$20.2M
Pension/Profit Sharing Plan Clients
5AUM
$6.3M
Charitable Organization Clients
1AUM
$1.8M
Insurance Company Clients
1AUM
$16.2M
Corporation or Business Clients
7AUM
$11.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
LANHTXWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.