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GRANITE FINANCIAL GROUP

BROOKFIELD, WI · CRD 168675 · IAPD ↗ · granitefgllc.com · 262-792-1111

$186.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2024 — GRANITE FINANCIAL GROUP reported RAUM down 33% ($221.1M -> $149.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
March 2024 — GRANITE FINANCIAL GROUP reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.