GRANITE FINANCIAL PARTNERS, LLC
Legal name: GRANITE FINANCIAL PARTNERS
CRD #172241 SEC #801-113236 MILFORD, NH 603-554-8551
SEC Registered
Total AUM
$250.1M
Discretionary
$226.8M
Employees
6
Clients
101
Accounts
540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2022 | $250.1M | $226.8M | $23.4M | 6 | 10 |
| Sep 2022 | $250.1M | $226.8M | $23.4M | 6 | 10 |
| Aug 2022 | $250.1M | $226.8M | $23.4M | 8 | 10 |
| Mar 2022 | $250.1M | $226.8M | $23.4M | 9 | 10 |
| Jan 2022 | $200.7M | $186.2M | $14.5M | 9 | 8 |
| Jan 2022 | $200.7M | $186.2M | $14.5M | 9 | 8 |
| Dec 2021 | $200.7M | $186.2M | $14.5M | 8 | 8 |
| Oct 2021 | $200.7M | $186.2M | $14.5M | 9 | 8 |
| Mar 2021 | $200.7M | $186.2M | $14.5M | 9 | 8 |
| Oct 2020 | $141.6M | $131.9M | $9.7M | 9 | 3 |
| Sep 2020 | $141.6M | $131.9M | $9.7M | 8 | 3 |
| Aug 2020 | $141.6M | $131.9M | $9.7M | 8 | 3 |
| Jun 2020 | $141.6M | $131.9M | $9.7M | 8 | 3 |
| Feb 2020 | $141.6M | $131.9M | $9.7M | 8 | 3 |
| Feb 2020 | $141.6M | $131.9M | $9.7M | 8 | 3 |
| Feb 2020 | $141.6M | $131.9M | $9.7M | 8 | 3 |
| Dec 2019 | $111.6M | $106.1M | $5.5M | 8 | 3 |
| Feb 2019 | $111.6M | $106.1M | $5.5M | 8 | 3 |
| Dec 2018 | $110.8M | $105.9M | $4.9M | 5 | 3 |
| Jul 2018 | $110.8M | $105.9M | $4.9M | 5 | 3 |
| Jul 2018 | $110.8M | $105.9M | $4.9M | 5 | 3 |
| May 2018 | $110.8M | $105.9M | $4.9M | 5 | 3 |
| Apr 2018 | $110.8M | $105.9M | $4.9M | 5 | 3 |
DateNov 2022
Total AUM$250.1M
Discretionary$226.8M
Non-Disc.$23.4M
Employees6
Clients10
DateSep 2022
Total AUM$250.1M
Discretionary$226.8M
Non-Disc.$23.4M
Employees6
Clients10
DateAug 2022
Total AUM$250.1M
Discretionary$226.8M
Non-Disc.$23.4M
Employees8
Clients10
DateMar 2022
Total AUM$250.1M
Discretionary$226.8M
Non-Disc.$23.4M
Employees9
Clients10
DateJan 2022
Total AUM$200.7M
Discretionary$186.2M
Non-Disc.$14.5M
Employees9
Clients8
DateJan 2022
Total AUM$200.7M
Discretionary$186.2M
Non-Disc.$14.5M
Employees9
Clients8
DateDec 2021
Total AUM$200.7M
Discretionary$186.2M
Non-Disc.$14.5M
Employees8
Clients8
DateOct 2021
Total AUM$200.7M
Discretionary$186.2M
Non-Disc.$14.5M
Employees9
Clients8
DateMar 2021
Total AUM$200.7M
Discretionary$186.2M
Non-Disc.$14.5M
Employees9
Clients8
DateOct 2020
Total AUM$141.6M
Discretionary$131.9M
Non-Disc.$9.7M
Employees9
Clients3
DateSep 2020
Total AUM$141.6M
Discretionary$131.9M
Non-Disc.$9.7M
Employees8
Clients3
DateAug 2020
Total AUM$141.6M
Discretionary$131.9M
Non-Disc.$9.7M
Employees8
Clients3
DateJun 2020
Total AUM$141.6M
Discretionary$131.9M
Non-Disc.$9.7M
Employees8
Clients3
DateFeb 2020
Total AUM$141.6M
Discretionary$131.9M
Non-Disc.$9.7M
Employees8
Clients3
DateFeb 2020
Total AUM$141.6M
Discretionary$131.9M
Non-Disc.$9.7M
Employees8
Clients3
DateFeb 2020
Total AUM$141.6M
Discretionary$131.9M
Non-Disc.$9.7M
Employees8
Clients3
DateDec 2019
Total AUM$111.6M
Discretionary$106.1M
Non-Disc.$5.5M
Employees8
Clients3
DateFeb 2019
Total AUM$111.6M
Discretionary$106.1M
Non-Disc.$5.5M
Employees8
Clients3
DateDec 2018
Total AUM$110.8M
Discretionary$105.9M
Non-Disc.$4.9M
Employees5
Clients3
DateJul 2018
Total AUM$110.8M
Discretionary$105.9M
Non-Disc.$4.9M
Employees5
Clients3
DateJul 2018
Total AUM$110.8M
Discretionary$105.9M
Non-Disc.$4.9M
Employees5
Clients3
DateMay 2018
Total AUM$110.8M
Discretionary$105.9M
Non-Disc.$4.9M
Employees5
Clients3
DateApr 2018
Total AUM$110.8M
Discretionary$105.9M
Non-Disc.$4.9M
Employees5
Clients3