Granite Financial Group, LLC
● SEC registered since 2019CRD 168675SEC# 801-116752Brookfield, WI
Reg. AUM
$186.2M
Employees
2
Accounts
489
Location
Brookfield, WI
Granite Financial Group, LLC assets under management
Granite Financial Group, LLC is a registered investment adviser overseen by the SEC based in Brookfield, WI. The firm has been registered since 2019. It reports $186.2 million in regulatory assets under management and employs 2 people.
Granite Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Jerome Dornoff Control | Managing Member/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Granite Financial Group, LLC manage?
Granite Financial Group, LLC reports $186.2 million in regulatory assets under management on its Form ADV.
How many employees does Granite Financial Group, LLC have?
Granite Financial Group, LLC reports 2 employees.
Where is Granite Financial Group, LLC located?
Granite Financial Group, LLC is based in Brookfield, WI and has been SEC-registered since 2019.
Does Granite Financial Group, LLC disclose fund performance?
Granite Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 175 N. Patrick Blvd., Suite 170, Brookfield, WI 53045-5857 |
| Phone | 262-792-1111 |
| Fax | 262-792-1110 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.2M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$186.2Mregulatory AUM
Discretionary $186.2M