Granite Financial Group
Granite Financial Group is an SEC-registered mass-market adviser in Brookfield, WI with $186.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Granite Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168675, SEC 801-116752, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $186.2M (2026-02-03)
- Firm type
- Mass-Market Adviser
- Location
- Brookfield, WI
- Employees
- 2
- Clients
- 252
- CRD
- 168675
- Ownership
- DORNOFF, THOMAS, JEROME; DUHAMEL, ELLEN, MARIE
How much AUM does Granite Financial Group have?
Granite Financial Group reported $186.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Granite Financial Group?
Disclosed owners and executives of Granite Financial Group include DORNOFF, THOMAS, JEROME, DUHAMEL, ELLEN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.