Granite Bay Advisors, LP

Granite Bay Advisors, LP (CRD# 154706) is a financial advisory firm headquartered in Dallas, TX. They manage $16,449,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $16,449,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Granite Bay Advisors, LP
Showing 1 - 1 of 1 top financial advisors.
1
Joshua N. Terry
CRD#: 4686823
300 Crescent Court, Suite 700, Dallas, TX 75201
96
Wealthminder
score

Joshua Terry (CRD# 4686823) is an Investment Advisor Representative working at Granite Bay Advisors, LP in Dallas, TX and has over 12 years of experience in the finance industry.

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