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GRANEY& KING, LLC
623 New Loudon Road
Latham, New York 12110
Tel: 518-785-6400
About GRANEY& KING, LLC
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 $365,728,785 assets under management, offering retirement planning & investment advisory services to 1045 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126461 |
| SEC# | 801-123006 |
| Assets Managed by Firm | $365,728,785 |
| No. of Clients | 1045 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1045 | $365,728,785 |
| Individuals (other than high net worth individuals) | 423 | $110,039,345 |
| High net worth individuals | 246 | $251,817,689 |
| Pension and profit sharing plans | 4 | $2,455,799 |
| Charitable organizations | 1 | $1,415,952 |
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