PB
CFP
PB
CFP

Pijus Bulvinas

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
398 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$561.4M

Fee Structure

Minimum Investment:$250K
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Location

10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Pijus is a co-founder of Two Grads, LLC, a clothing business involved in designing apparel, marketing, and generating sales, since September 2023. He spends a few hours per week on this activity.

Employment History
Current Registrations
Granite Harbor Advisors, INC.
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2018 - March 2021 · 2 yrs 4 mos
J.P. Morgan Securities LLC
November 2018 - January 2019 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - November 2018 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - November 2018 · 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.