Granite Harbor Advisors
Financial Services
10603 W Sam Houston Pkwy N
17 employees
- Employees
- 17
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Granite Harbor Advisors Overview
- Headquarters
- 10603 W Sam Houston Pkwy N
- Phone Number
- Available in AeroLeads
- Website
- graniteharboradvisors.com
- Industry
- Financial Services
- Employees
- 17
- Founded
- 2002
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Granite Harbor Advisors
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand their goals and help them live their best lives. Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Advisory services offered through Granite Harbor Advisors, Inc., a registered investment adviser with the SEC. LSF and Granite Harbor Advisors, Inc. are not affiliated. LSF does not provide tax or legal advice. Granite Harbor Advisors, Inc. does not provide legal advice. Insurance solutions provided through Granite Harbor Group. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
Granite Harbor Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 3
- 100.0% coverage
Granite Harbor Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tim Smith Cfp® | Founding/managing Partner at Granite | Houston, Texas, United States |
Email
Phone
|
| Ray Manz, Cfp® | Managing Partner, Granite Harbor | Houston, Texas, United States |
Email
Phone
|
| Dale Shaw, Cfp®, Ricp® | Helping Answer the Question "Will I Be | Houston, Texas, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
5 profiles
Executive
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 2 |
| Executive | 2 | 2 | 1 |
| Sales | 1 | 1 | 1 |
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