Overview
Assets Under Management: $418 million
Headquarters: LATHAM, NY
High-Net-Worth Clients: 272
Average Client Assets: $1 million
Frequently Asked Questions
GRANEY & KING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126461), GRANEY & KING, LLC is subject to fiduciary duty under federal law.
GRANEY & KING, LLC is headquartered in LATHAM, NY.
GRANEY & KING, LLC serves 272 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, GRANEY & KING, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GRANEY & KING, LLC manages $418 million in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, GRANEY & KING, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 272
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.09
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,144
Discretionary Accounts: 1,144
Regulatory Filings
CRD Number: 126461
Filing ID: 1956794
Last Filing Date: 2025-03-19 15:47:00
Website: https://graneyking.com