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SHARPER & GRANITE LLC
CRD 136719 · SEC 801-96271
400 CONTINENTAL PLAZA, SUITE 600, EL SEGUNDO, CA, 90245, United States
Phone
310-426-2909
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$366.4M
Discretionary AUM
$366.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $20.0M |
| High net worth individuals | 65 | $307.5M |
| Pension/profit sharing plans | 6 | $20.7M |
| Charitable organizations | 2 | $8.4M |
| Corporations/business entities | 3 | $9.8M |
States served
CA, CO, OH, TX
All web addresses on file
Official SEC filing: View on IAPD