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Building 2GRANITE FINANCIAL GROUP

Map pinBROOKFIELD, WI
Phone262-792-1111
NotebookSEC #801-116752
Total AUM
$186.2M
Employees
2
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 N. PATRICK BLVD.
SUITE 170
BROOKFIELD
WI 53045-5857
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
262-792-1111

ReceiptFinancials

Total AUM
$186.2M
Accounts
489
Discretionary
$186.2M
Accounts
489
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$80M
HNW Individual Clients
50
AUM
$100M
Charitable Organization Clients
1
AUM
$6.1M
Corporation or Business Clients
1
AUM
$100K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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