GRANITE FINANCIAL GROUP, LLC
Legal name: GRANITE FINANCIAL GROUP
CRD #168675 SEC #801-116752 BROOKFIELD, WI 262-792-1111
SEC Registered
Total AUM
$170.6M
Discretionary
$170.6M
Employees
1
Clients
101
Accounts
491
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $170.6M | $170.6M | $0 | 1 | 0 |
| Feb 2024 | $149.1M | $149.1M | $0 | 1 | 0 |
| Feb 2023 | $221.1M | $221.1M | $0 | 1 | 0 |
| Aug 2022 | $185.1M | $185.1M | $0 | 1 | 0 |
| Jun 2022 | $185.1M | $185.1M | $0 | 1 | 0 |
| Jan 2022 | $185.1M | $185.1M | $0 | 1 | 0 |
| Feb 2021 | $145.5M | $145.5M | $0 | 2 | 0 |
| Jun 2020 | $109M | $109M | $0 | 2 | 0 |
| May 2020 | $109M | $109M | $0 | 2 | 0 |
| Jan 2020 | $109M | $109M | $0 | 2 | 0 |
| May 2019 | $108.5M | $108.5M | $0 | 2 | 0 |
| Mar 2014 | $49.3M | $49.3M | $0 | 2 | 100 |
| Jan 2014 | $49.3M | $49.3M | $0 | 2 | 100 |
| Aug 2013 | $0 | $0 | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$221.1M
Discretionary$221.1M
Non-Disc.$0
Employees1
Clients0
DateAug 2022
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients0
DateMay 2019
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2014
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees2
Clients100
DateJan 2014
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees2
Clients100
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0