Investment adviser · CRD 172241
GRANITE FINANCIAL PARTNERS
Investment adviser filing (IA)
GRANITE FINANCIAL PARTNERS, LLC
MILFORD, NH, United States · Form ADV filed Nov 22, 2022
- Regulatory AUM
- $250M Form ADV · Item 5.F
- Client accounts
- 540 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 63 | $127,826,369 | 51.1% |
| High-net-worth individuals | 29 | $79,384,464 | 31.7% |
| Individuals | 171 | $34,913,390 | 14.0% |
| Charities | 2 | $4,617,681 | 1.8% |
| Insurance companies | Fewer than 5 | $1,893,420 | 0.8% |
| Corporations & businesses | 7 | $1,483,218 | 0.6% |
Filing source
Form ADV 1688293 · Nov 22, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 22, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
388 NASHUA STREETMILFORD, NH, 03055, United States
CRD 172241
Filing source
Form ADV 1688293 · Nov 22, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.