Granite Harbor Advisors, Inc.

Granite Harbor Advisors, Inc. (CRD# 179523) is a financial advisory firm headquartered in Houston, TX. They manage $71,145,000 in 361 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $197,078
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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 Harbor Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Raymond L. Manz
CRD#: 2640797
7850 North Sam Houston Parkway West, Suite 270, Houston, TX 77064
96
Wealthminder
score

Raymond Manz (CRD# 2640797) is an Investment Advisor Representative working at Granite Harbor Advisors, Inc. in Houston, TX and has over 22 years of experience in the finance industry. Raymond Manz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy B. Smith
CRD#: 2758223
7850 North Sam Houston Parkway West, Suite 270, Houston, TX 77064
96
Wealthminder
score

Timothy Smith (CRD# 2758223) is an Investment Advisor Representative working at Granite Harbor Advisors, Inc. in Houston, TX and has over 21 years of experience in the finance industry. Timothy Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nicholas M. Brown
CRD#: 6024818
7850 North Sam Houston Parkway West, Suite 270, Houston, TX 77064
88
Wealthminder
score

Nicholas Brown (CRD# 6024818) is an Investment Advisor Representative working at Granite Harbor Advisors, Inc. in Houston, TX and has over 3 years of experience in the finance industry.

4
Brian W. Sak
CRD#: 4751110
7850 North Sam Houston Parkway West, Suite 270, Houston, TX 77064
41
Wealthminder
score

Brian Sak (CRD# 4751110) is an Investment Advisor Representative working at Granite Harbor Advisors, Inc. in Houston, TX and has over 13 years of experience in the finance industry. Brian Sak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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