Granite Capital

Granite Capital (CRD# 141743) is a financial advisory firm headquartered in Oakland, CA. They manage $196,416,192 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5707 Redwood Rd., Suite 3, Oakland, CA 94619
http://www.granitecapitalllc.com
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $872,961
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Granite Capital
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Fuqua, financial advisor Oakland CA
Joseph B. Fuqua
CRD#: 1852295
5707 Redwood Rd., Suite 3, Oakland, CA 94619

Joseph Fuqua (CRD# 1852295) is an Investment Advisor Representative working at Granite Capital in Oakland, CA and has over 17 years of experience in the finance industry.

2
John Spees, financial advisor Oakland CA
John K. Spees
CRD#: 2479218
5707 Redwood Rd., Suite 3, Oakland, CA 94619

John Spees (CRD# 2479218) is an Investment Advisor Representative working at Granite Capital in Oakland, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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