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Granite Financial Group, LLC

● SEC registered since 2019CRD 168675SEC# 801-116752Brookfield, WI
Export (members)
Reg. AUM
$170.6M
Employees
1
Accounts
491
Location
Brookfield, WI

Granite Financial Group, LLC assets under management

Granite Financial Group, LLC is a registered investment adviser overseen by the SEC based in Brookfield, WI. The firm has been registered since 2019. It reports $170.6 million in regulatory assets under management and employs 1 people.
www.granitefgllc.comView on SEC.gov ↗

Granite Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Jerome Dornoff ControlManaging Member/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Granite Financial Group, LLC manage?

Granite Financial Group, LLC reports $170.6 million in regulatory assets under management on its Form ADV.

How many employees does Granite Financial Group, LLC have?

Granite Financial Group, LLC reports 1 employees.

Where is Granite Financial Group, LLC located?

Granite Financial Group, LLC is based in Brookfield, WI and has been SEC-registered since 2019.

Does Granite Financial Group, LLC disclose fund performance?

Granite Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address175 N. Patrick Blvd., Suite 170, Brookfield, WI 53045-5857
Phone262-792-1111
Fax262-792-1110
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170.6M
Non-discretionary$0
Total (RAUM)$170.6M