$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2016
- Office Locations
- 1
Office Locations
-- Lewisburg PA
About Granite Financial Advisors, Inc.
Granite Financial Advisors, Inc. is a Lewisburg-based RIA. The firm has been operating for 10 years. Managing $1.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$166.6K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Bradley Andrew Catherman
President
- CRD
- #6693396
- Ownership
- 25% but less than 50%
Available
Available
Available
D
Daniel Paul Morgan
Secretary, Wealth Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,833,078 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,833,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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