Overview
Assets Under Management: $418 million
Headquarters: LATHAM, NY
High-Net-Worth Clients: 3
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.29
Average High-Net-Worth Client Assets: $39 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