$186.2M Total AUM
$186.2M Disc. AUM
-5.6% 3Y CAGR
2 Employees
252 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Delta legacy
- Established Date
- 08-30-2013
- Office Locations
- 1
Office Locations
175 N. Patrick Blvd. Suite 170/190 Brookfield WI
About Granite Financial Group
Granite Financial Group is a Brookfield, WI investment fiduciary providing wealth management and planning for individuals and families, with an emphasis on goals, risk tolerance, and life transitions. Portfolios focus on asset allocation using ETFs, mutual funds, and fixed income, with additional planning support for retirement, tax, estate/legacy, and insurance needs. Custody is via LPL Financial.
Team overview
-- AVG AGE
$93.1M AVG AUM / ADVISOR
$738.9K AVG AUM / CLIENT
6.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Signal pathway Horizon harbor North insight
Client Personas
Eagle matrix
Custodian
Oak summit Wave
Investment Themes
Pioneer Bridge crest Harbor vital Legacy peak Frontier Pioneer
Investment Vehicles
Quantum capital Capital oak
Services
Prime value Insight vertex Horizon Eagle foundation Harbor optima Ridge Delta Capital delta Ember
Technology
Radial
Owner & Executives
THOMAS JEROME DORNOFF
Chief Compliance Officer, Managing Member
- CRD
- #2189396
- Ownership
- 75% or more
(314) 754-6283
frontier.focus@valuecapital.com
in linkedin.com/in/quantum-meridian
Showing 1 of 1 owners & executives
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A
Anthony Louis Meier
--
- CRD
- #6222831
(912) 900-6949
element.glacier@summitcapital.com
in linkedin.com/in/prime-meridian
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,200,000 | $380,777 |
| Non-Discretionary | $0 | -- |
| Total | $186,200,000 | $380,777 |
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Separately Managed Accounts
Total SMA Asset: $186,200,000
Public Funds:
33.9% Equity - Exchange:
11.8% U.S. Government/Agency:
26.6% Corporate - Investment Grade:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,308,757,942 | 33.9% |
| Equity - Exchange | $455,555,862 | 11.8% |
| U.S. Government/Agency | $1,026,931,010 | 26.6% |
| Corporate - Investment Grade | $1,069,398,082 | 27.7% |
| Total | $3,860,642,896 | 100.0% |