G
CRD: 328115
Granite Rose Wealth Alliance LLC
Fairfield, NJ, 07004
9739526466
$29.1M Total AUM
$28.2M Disc. AUM
-- 3Y CAGR
3 Employees
205 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2024
- Office Locations
- 1
Office Locations
350 Passaic Avenue, Suite 103 Fairfield NJ
About Granite Rose Wealth Alliance LLC
Granite Rose Wealth Alliance LLC is a Fairfield-based RIA. The firm has been operating for 2 years. Managing $29.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$29.1M AVG AUM / ADVISOR
$142.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Element Eagle Foundation wave Bridge
Client Personas
Vital catalyst
Investment Themes
Prime value Unison peak
Investment Vehicles
Ridge
Services
Element signal Focus Oak Catalyst Frontier
Owner & Executives
C
CHARLES JOHN ROSE JR.
Managing Member
- CRD
- #4358927
- Ownership
- 75% or more
(314) 466-8910
zenith.quantum@frontiercapital.com
in linkedin.com/in/glacier-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,221,195 | -- |
| Non-Discretionary | $918,640 | -- |
| Total | $29,139,835 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,139,835
Equity - Exchange:
25.0% Public Funds:
33.6% Cash:
7.8% Municipal Bonds:
13.6% U.S. Government/Agency:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,413,603,130 | 25.0% |
| Public Funds | $1,899,882,606 | 33.6% |
| Cash | $441,044,176 | 7.8% |
| Municipal Bonds | $769,000,102 | 13.6% |
| U.S. Government/Agency | $1,130,882,504 | 20.0% |
| Total | $5,654,412,518 | 100.0% |