Granite Wealth Advisors

Granite Wealth Advisors (CRD# 305179) is a financial advisory firm headquartered in Temecula, CA. They manage $28,201,748 in 119 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
43471 Ridge Park Drive Ste E3, Temecula, CA 92590
http://granitewealth.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $236,989
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Granite Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Brent Lowe, financial advisor Temecula CA
Brent W. Lowe
CRD#: 5602533
43471 Ridge Park Drive Ste E3, Temecula, CA 92590

Brent Lowe (CRD# 5602533) is an Investment Advisor Representative working at Granite Wealth Advisors in Temecula, CA and has over 15 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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