Sharper & Granite LLC is a large advisory firm based in El Segundo. It manages $152.33 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Sharper & Granite provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and portfolio consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sharper & Granite LLC is $152.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sharper & Granite LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Sharper & Granite is high net worth individuals with 28 clients and $128 million of assets under management. Among the 9 most similar advisory firms, Sharper & Granite has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $144.53 million for 88 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sharper & Granite doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sharper & Granite LLC performs its advisory services is located at 400 Continental Plaza, El Segundo, CA 90245, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-426-2909 or by fax 310-426-2001. The normal business hours are 10am - 5pm on Monday - Friday. You can find more information about the New York firm at sharpergranite.com.