Graney & King LLC

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Assets, Funds, Holdings

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Graney & King LLC
CRD #126461
SEC #801-123006
CIK #
AUM $365.7 MM (2024-05-08)
Employees 4 (75% Investors, 100% Brokers)
Phone518-785-6400
Address623 New Loudon Road
Latham, NY 12110
Source [IAPD] [Website]
Total AUM ($MM)
4003202401608002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 423 110.0
(b) Individuals (high net worth individuals) 246 251.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 2.5
(h) Charitable organizations 1 1.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,045 365.7
By Discretionary
Discretionary 1,045 365.7
Non-Discretionary 0 0.0
Total 1,045 365.7
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 365.4
Total 1,045 365.7
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Lombard Advisers Incorporated
MD 0.4
Collective Family Office LLC
PA 0.4
Richmond Investment Services LLC
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Financial Gravity Family Office Services LLC
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Permanent Capital Management LP
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Grunden Financial Advisory Inc
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Oliver Capital Management Inc
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Sage Private Wealth Group LLC
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