623 New Loudon Road
Latham, New York 12110
Tel: 518-785-6400
GRANEY& KING, LLC, formally registered with the SEC as GRANEY& KING, LLC. The firm was established in 01/07/2022. They have over 1 offices throughout the country.
GRANEY& KING, LLC is a Latham, New York based Financial Planning firm with nearly $300,828,168 assets under management, offering retirement planning & investment advisory services to 971 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 126461 |
SEC# | 801-123006 |
Assets Managed by Firm | $300,828,168 |
No. of Clients | 971 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 971 | $300,828,168 |
Individuals (other than high net worth individuals) | 413 | $102,267,171 |
High net worth individuals | 212 | $195,354,039 |
Pension and profit sharing plans | 4 | $1,966,923 |
Charitable organizations | 1 | $1,240,035 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,491,898,634,658 | 32 | 2 | |
$2,011,986,210,191 | 52157 | 3116 | |
$1,577,579,815,722 | 171341 | 1351 | |
$1,185,061,196,999 | 2233188 | 28000 | |
$1,163,046,943,604 | 2220 | 6491 |
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