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GRANITE FINANCIAL GROUP
GRANITE FINANCIAL GROUP, LLC
CRD 168675 · SEC 801-116752
175 N. PATRICK BLVD., SUITE 170, BROOKFIELD, WI, 53045-5857, United States
Phone
262-792-1111
Fax
262-792-1110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.2M
Discretionary AUM
$186.2M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $80.0M |
| High net worth individuals | 50 | $100.0M |
| Charitable organizations | 1 | $6.1M |
| Corporations/business entities | 1 | $100K |
States served
IL, WI, TX
All web addresses on file
Official SEC filing: View on IAPD