Granite Bay Wealth Management Review

Trust Score 83%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Granite Bay Wealth Management, federally registered in 2015, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 3 advisors. Granite Bay Wealth Management manages $159.9 million and provides investment advisory services for 340 clients (1:114 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $470,185
Hybrid Advisor Yes
Disciplinary History No
Total AUM $159.9 million
Advisor / Client Ratio 1:114
Headquarters Unit d Portsmouth, NH
SEC Filings Forms and Brochures    (CRD # 174765)
State(s) Registered CA, CT, ME, MA, NH, NY, SC, TX

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