Granite Wealth Management LLC
Granite Wealth Management LLC (CRD# 309868) is a financial advisory firm headquartered in Plymouth, MA. They manage $57,677,348 in 300 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Granite Wealth Management LLC
By the Numbers
-
Total Assets Under Management58MILLION
-
Total Number of Accounts300ACCOUNTS
-
Average Account Value$192,258
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI, TX
Financial Advisors at Granite Wealth Management LLC
1
Bruce Zaro (CRD# 1271065) is an Investment Advisor Representative working at Granite Wealth Management LLC in Providence, RI and has over 39 years of experience in the finance industry.
2
John Zaro (CRD# 6911927) is an Investment Advisor Representative working at Granite Wealth Management LLC in Plymouth, MA and has over 5 years of experience in the finance industry.
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