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Building 2KING WEALTH MANAGEMENT GROUP, LLC

Map pinSARATOGA SPRINGS, NY
Phone518-306-5640
NotebookSEC #801-73023
Total AUM
$1.1B
Employees
8
Clients
721

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 WEST CIRCULAR STREET
SUITE 1
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
518-306-5640
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,894
Discretionary
$1.1B
Accounts
1,881
Non-Discretionary
$4.3M
Accounts
13

ContactClients

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Individual Clients
460
AUM
$170.5M
HNW Individual Clients
248
AUM
$877.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$667.5K
Corporation or Business Clients
11
AUM
$33.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMAMDMENCNHNJNYORPASCTXVAVT

HandshakeAffiliates

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

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