About Granada Capital Management, LLC
Granada Capital Management, LLC is a leading financial advisory firm that provides personalized and comprehensive services to its clients. With a team of seasoned and knowledgeable financial experts, Granada Capital Management, LLC has established a strong reputation for delivering exceptional results and helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial services
- Provides expert guidance and advice to clients
- Utilizes a team-based approach to ensure maximum client satisfaction
- Has a strong reputation for delivering exceptional results
Facts and Insights
Granada Capital Management, LLC has been in the financial advisory business for over 10 years and has accumulated a wealth of knowledge and experience in the field. The firm utilizes a data-driven approach to deliver optimal solutions to its clients, taking into consideration their unique financial needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | Number of Advisors: | Time in Business: |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
- Investment management
- Financial planning
- Estate planning
- Tax planning and management
- Retirement planning
- Insurance analysis and recommendations
Client Types
Granada Capital Management, LLC caters to a diverse range of clients including high-net-worth individuals, families, small business owners, and corporations. The firm believes in building long-term relationships with its clients and providing tailored solutions to meet their unique financial needs and goals.
Fees & Compensation
As a fee-only financial advisory firm, Granada Capital Management, LLC does not receive any commission from the sale of financial products. Instead, the firm charges a percentage of the assets under management as its advisory fee, ensuring alignment of interests with its clients.
Background
The team at Granada Capital Management, LLC is made up of highly qualified and experienced financial experts who are dedicated to helping clients achieve financial success. The firm upholds the highest standards of integrity and transparency in its dealings and is committed to providing exceptional service to its clients.
Financial Advisor Disclosures to Know
Granada Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission and is bound by fiduciary duty to act in the best interests of its clients. The firm has a clean record with no disciplinary actions or disclosures to report.