Unclaimed Profile

Alison Weirick Edelstein

GRANITE INVESTMENT PARTNERS, LLC·EL SEGUNDO, California

Clean recordGRANITE INVESTMENT PARTNERS, LLC

2321 ROSECRANS AVENUE, EL SEGUNDO, CA 90245CRD# 6172971Firm CRD# 150632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alison Weirick Edelstein · EL SEGUNDO, CA

Registration

CRD #6172971 · GRANITE INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GRANITE INVESTMENT PARTNERS, LLC

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRANITE INVESTMENT PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6172971

Firm CRD# 150632

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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