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Alison Weirick Edelstein

GRANITE INVESTMENT PARTNERS, LLC·EL SEGUNDO, California
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2321 ROSECRANS AVENUE, EL SEGUNDO, CA 90245CRD# 6172971Firm CRD# 150632
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About

Alison Weirick Edelstein is a registered financial advisor based in EL SEGUNDO, California, affiliated with GRANITE INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
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Firm Overview

Firm
GRANITE INVESTMENT PARTNERS, LLC
GRANITE INVESTMENT PARTNERS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
22
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6172971
Firm CRD# 150632
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alison Weirick Edelstein offer?
Alison Weirick Edelstein specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.
What are Alison Weirick Edelstein's credentials?
Alison Weirick Edelstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Weirick Edelstein located?
Alison Weirick Edelstein is based in EL SEGUNDO, California, working with GRANITE INVESTMENT PARTNERS, LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Alison Weirick Edelstein charge for services?
Alison Weirick Edelstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANITE INVESTMENT PARTNERS, LLC?
GRANITE INVESTMENT PARTNERS, LLC has approximately 22 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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