Granite Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

4101 Tully Rd Ste 301, Modesto, Californ...

Phone Number

(209) 846-0744

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Jul
Aug
ZI Rank
1
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1
1
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1

About Granite Wealth Management

Granite Wealth Management provides personalized investment guidance and financial planning services tailored to individual and business clients. They focus on building long-term relationships based on trust and transparency, helping clients navigate the complexities of managing money. Their services cater to various life stages, including those just starting their financial journey, established individuals, and retirees looking to maximize their savings. The firm emphasizes clear communication and education to empower clients in achieving their financial goals.Explore more
Granite Wealth Management's Social MediaPopular SearchesGranite Wealth ManagementAdvisor LaunchpadGranite Wealth Mgmtgranitewealthllc.comSIC Code 62,628NAICS Code 52,523Show more

Granite Wealth Management Org Chart

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United States flag for contact location.

Partner

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TV
United States flag for contact location.

Registered, Lpl Financial Representative

PhoneEmail
KC
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Certified Financial, Lpl Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Granite Wealth Management

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2014
KK
Kirsten KozaOffice Manager
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
1989
RQ
Romy QuickExecutive Assistant
<$5M
1-10
Private
-
2006
MC
Michael CostelloeOwner and LPL Financial Advisor
<$5M
1-10
Private
-
2007
DA
Douglas ArmeyFinancial Consultant
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Granite Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Granite Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Granite Wealth Management.

Granite Wealth Management Tech Stack

A closer look at the technologies used by Granite Wealth Management

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Frequently Asked Questions Regarding Granite Wealth Management

What is Granite Wealth Management's official website?
Granite Wealth Management's official website is www.granitewealthllc.com
What is Granite Wealth Management's Revenue?
Granite Wealth Management's revenue is <$5 Million
What is Granite Wealth Management's SIC code?
Granite Wealth Management's SIC: 62,628
What is Granite Wealth Management's NAICS code?
Granite Wealth Management's NAICS: 52,523
How many employees does Granite Wealth Management have?
Granite Wealth Management has 1-10 employees
What industry does Granite Wealth Management belong to?
Granite Wealth Management is in the industry of: Finance, Securities Trading
What is Granite Wealth Management competition?
Granite Wealth Management top competitors include: Argosy Financial, Smith Wealth Management Group TX, Mastey Financial Group, Sterling Wealth Solutions
What technology does Granite Wealth Management use?
Some of the popular technologies that Granite Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Datadog
How do I contact Granite Wealth Management?
Granite Wealth Management contact info: Phone number: (209) 846-0744 Website: www.granitewealthllc.com
What does Granite Wealth Management do?

Granite Wealth Management provides personalized investment guidance and financial planning services tailored to individual and business clients. They focus on building long-term relationships based on trust and transparency, helping clients navigate the complexities of managing money. Their services cater to various life stages, including those jus... t starting their financial journey, established individuals, and retirees looking to maximize their savings. The firm emphasizes clear communication and education to empower clients in achieving their financial goals.Read More

What are Granite Wealth Management social media links?
Granite Wealth Management Linkedin page Granite Wealth Management Twitter page Granite Wealth Management Facebook page
Is Granite Wealth Management a public company?
Granite Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Granite Wealth Management

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