GRANEY& KING, LLC
Firm details
- Headquarters
- LATHAM, New York
- CRD number
- 126461
- Registered since
- January 7, 2022
- Website
- www.graneyking.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.07%
- Individuals25.33%
- Charitable Organizations0.36%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Graney & King, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation models include percentage-of-AUM fees along with hourly and fixed-fee arrangements. In addition to advisory work, the firm operates as a broker-dealer and an insurance broker. Graney & King does not position itself as a capital allocator and is not an active ESG investor. The firm is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Contacts
3 of 4EDWARD KING
Financial AdvisorCRD 2262701
RICHARD FINELLI
Financial Advisor and Registered RepresentativeCRD 5146866
TIMOTHY GRANEY
Financial AdvisorCRD 2143280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 184Active vs passive
$220M in ETFs
73%
$160M
16%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $25.2M | 174,183 | 11.48% |
Location
LATHAM, NY
ALBANY
Location
LATHAM, NY
Headquartered in LATHAM, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- ALBANY
- Address
- 623 New Loudon Rd
- Time zone
- ET (UTC-5)
- Office locations
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