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GRANITE FINANCIAL PARTNERS
MILFORD, NH
603-554-8551
SEC #801-113236Total AUM
$250.1M
Employees
6Clients
273Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
388 NASHUA STREET
MILFORD
NH 03055
United States
MILFORD
NH 03055
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
603-554-8551
Other Offices
1
Financials
Total AUM
$250.1M
Accounts
540Discretionary
$226.8M
Accounts
518Non-Discretionary
$23.4M
Accounts
22
Clients
Individual Clients
171AUM
$34.9M
HNW Individual Clients
29AUM
$79.4M
Pension/Profit Sharing Plan Clients
63AUM
$127.8M
Charitable Organization Clients
2AUM
$4.6M
Insurance Company Clients
1AUM
$1.9M
Corporation or Business Clients
7AUM
$1.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TRUST ACCOUNT REVIEW FOR LAW FIRM
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISOR FEES
Compliance
Disclosures
None reported
State Registrations
FLMANH
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.