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.
? We are focused on building wealth over the long-term in a risk control manner.
? We will work with you to develop a portfolio to meet your risk tolerance.
? We are committed to proving a high level of client service.
|Name of Custodial Firm:||Scottrade|
|States Licensed in:||CA|
|Number of Years with Current Firm:||5|
|Foreign Languages Serviced:||Spanish|
|Investment Types:||Alternative Investments , Mutual Funds , Stocks|
|I can meet clients in the following ways:||At my office|
|Qualifications & Memberships|
|Registered Investment Advisor:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||1.25%|
|Minimum Fee Charged for Managed Accounts:||$500|
|Bachelor of Science, Finance||
California State University, Northridge - Northridge
September 1982-May 1987
Registered Investment Advisor
B.S. in Finance, California State University, Northridge
M.B.A Pepperdine University
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|