Business Description |
Granada Capital Management, LLC is an independent
Registered Investment Advisor (RIA) in the State of
California. We provide investment management services
to individuals, corporations and foundations. |
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General Information |
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| Name of Custodial Firm: |
TD Ameritrade
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
3
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| Foreign Languages Serviced: |
Spanish
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Education |
| Academic Background |
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BS, Finance - California State University, Northridge (1987)
MBA - Pepperdine University (1992) |
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Services |
| Investment Types: |
Alternative Investments, Stocks, Mutual Funds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Treasury Professional
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| Securities Licenses: |
Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
1.25%
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| Minimum Fee Charged for Managed Accounts: |
$500
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| Prepared By: |
Robert Bagarotti |
| Most Recent Update: |
06/27/2008 |
