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Eric Isaac Schleien

Granite State Capital Management, LLC

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About Eric Isaac Schleien

Eric Isaac Schleien is an Investment Advisor Representative with Granite State Capital Management, LLC. Eric is registered with the state of New Hampshire, New York, and Texas. Eric is a Series 65 license holder. Eric has been in the industry since June 2014 and has worked with Granite State Capital Management, LLC since that time. Eric provides investment advisory services to individuals, corporations, and other businesses. Eric focuses on providing portfolio management services. Eric also provides coaching and consulting services for individuals.

Firm Information

Eric Schleien is currently registered with Granite State Capital Management, LLC. Granite State Capital Management, LLC is an investment advisor registered with the SEC. They manage approximately $8.2 million in assets for 26 clients. The firm provides portfolio management for individuals and corporations and has a strong track record of success in providing customized investment solutions. They are based in New Hampshire and have one investment advisor representative on staff.

$8.16M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Eric Schleien’s Registration & Firm History

TX

11/16/2022 - Present

Granite State Capital Management, LLC (ROUND ROCK TX)

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Licenses & Designations

IA

Issued 03/17/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Isaac Schleien.
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