Red Granite Advisors LLC (Milwaukee)

Red Granite Advisors LLC is a large advisory firm based in Milwaukee. It manages $478 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois and Wisconsin.

Red Granite Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Red Granite Advisors: assets under management

The assets under management (AUM) of Red Granite Advisors LLC is $478 million. The firm's AUM has grown by 298% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $443 million in discretionary accounts and $35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $443 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Red Granite Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Milwaukee

The principal office where Red Granite Advisors LLC performs its advisory services is located at 100 E. Wisconsin Ave., Milwaukee, WI 53202, 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 888-666-1049 or by fax 414-326-3201. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.

Red Granite Advisors LLC (Milwaukee)

Red Granite Advisors: assets under management

Fees & Commissions

Based in Milwaukee

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