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John Kennelly Spees

GRANITE CAPITAL MANAGEMENT, LLC·OAKLAND, California
Unclaimed Profile
5707 REDWOOD RD., SUITE 3, OAKLAND, CA 94619CRD# 2479218Firm CRD# 141743
01

About

John Kennelly Spees is a registered financial advisor based in OAKLAND, California, affiliated with GRANITE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRANITE CAPITAL MANAGEMENT, LLC
GRANITE CAPITAL
AUM
$215M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GRANITE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2479218
Firm CRD# 141743
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Kennelly Spees offer?
John Kennelly Spees specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in OAKLAND, California for a consultation.
What are John Kennelly Spees's credentials?
John Kennelly Spees is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Kennelly Spees located?
John Kennelly Spees is based in OAKLAND, California, working with GRANITE CAPITAL MANAGEMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does John Kennelly Spees charge for services?
John Kennelly Spees's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANITE CAPITAL MANAGEMENT, LLC?
GRANITE CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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