1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GRANITE BAY WEALTH MANAGEMENT, LLC

Map pinPORTSMOUTH, NH
Phone603-610-8881
NotebookSEC #801-92174
Total AUM
$588M
Employees
8
Clients
618

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 DEER STREET
SUITE 200
PORTSMOUTH
NH 03801
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
603-610-8881
Other Offices
5

ReceiptFinancials

Total AUM
$588M
Accounts
1,729
Discretionary
$574.5M
Accounts
1,719
Non-Discretionary
$13.5M
Accounts
10

ContactClients

View more in analytics →

Individual Clients
446
AUM
$164.7M
HNW Individual Clients
164
AUM
$393M
Pension/Profit Sharing Plan Clients
6
AUM
$27M
Charitable Organization Clients
1
AUM
$226.5K
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLLAMAMDMEMINHNJNYPASCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account