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Building 2GRANEY& KING, LLC

Map pinLATHAM, NY
Phone518-785-6400
NotebookSEC #801-123006
Total AUM
$484.4M
Employees
4
Clients
793

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
623 NEW LOUDON ROAD
LATHAM
NY 12110
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
518-785-6400

ReceiptFinancials

Total AUM
$484.4M
Accounts
1,248
Discretionary
$484.4M
Accounts
1,248
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
478
AUM
$122.7M
HNW Individual Clients
313
AUM
$358.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMANCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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