Granite Harbor Advisors

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
Industry
Financial Services
Employees
17
Founded
2002
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Tim Smith Cfp® Founding/managing Partner at Granite
Email Phone
Ray Manz, Cfp® Managing Partner, Granite Harbor
Email Phone
Dale Shaw, Cfp®, Ricp® Helping Answer the Question "Will I Be
Email Phone

Employees by Management Level

Individual contributor 5 profiles
Executive 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 2
Executive 2 2 1
Sales 1 1 1

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