Granite Financial Group

$186.2MAssets under management
as of Feb 2026 · SEC Form ADV
Brookfield, WI
Visit website
2 people on Advicer connected to this.

Tech stack

No one at Granite Financial Group has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $149M held · filed Feb 2024