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Lyle Himebaugh

Truth, Transparency, and Safety

Granite Group Advisors, LLC

Wilton

CT

Contact Me

Overview

Services

Advisor Services

  • Financial Planning

  • Portfolio Management
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Granite Group Advisors, LLC 13 years, 12 months Jul 2003 - Present
Thomas Securities, LLC 4 years, 2 months Jun 2003 - Aug 2007

Designations & Memberships

  • Retirement Plan Advisory Group
    Membership
    Retirement Plan Advisory Group
    Retirement Plan Advisory Group (RPAG) is a professional alliance of more than 700 independent advisors to take advantage of our unique perspective, strategic approach and expertly crafted system for investment analysis, benchmarking, plan support and communication.
  • Certified Investment Management Analyst
    Designation
    Certified Investment Management Analyst
    This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.

Articles and Answers

Insights by Lyle Himebaugh

Size Does Matter!
Published 2015-03-23 17:17:55
What Makes An Advisor Truly Independent
Published 2015-06-22 14:00:08
Employers Beware!
Published 2015-06-16 06:07:15
Investing in Rising Rate Environments
Published 2015-03-26 08:36:21
2015 Retirement Advisor of the Year
Published 2015-03-26 08:56:53
DOL, Lawsuits on Fees Drive 401(k) Changes
Published 2015-03-26 08:54:36
Volatility!
Published 2015-03-26 08:51:02
ERISA Share Class
Published 2015-03-26 08:48:38
Revenue Sharing Fees, Part 2
Published 2015-03-26 08:46:25
Revenue Sharing Fees
Published 2015-03-26 08:44:28
Fines, Penalties, and Audits
Published 2015-03-26 08:42:50
Who Represents Whom?
Published 2015-03-26 08:40:22
Tibble vs. Edison and Fiduciary Responsibility
Published 2015-03-23 17:14:35
No Greed
Published 2015-03-23 17:10:36
Obama the 401(k) Game Changer?
Published 2015-03-21 10:58:12
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How much should testing cost for a 9 million dollar 401(k) plan ( new comparability feature) with 38 participants.
    A full service record-keeper with TPA should be about 5bps and 80 per head. That includes signature ready 5500, 404 and 408 and a dedicated admin. If you would like to discuss further, please call Lyle Himebaugh at 203-210-7814. www.granitegroupadvisors.com...  (more)
    Answered Aug 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 5, 2015
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Sep 24, 2014
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Granite Group Advisors, LLC

      Last updated on April 28, 2017
        • $378.4M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 83
          Accounts
        • $4.6M
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Performance-Based Fees