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Graney & King LLC
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CRD # | 126461 |
SEC # | 801-123006 |
CIK # | |
AUM | $365.7 MM (2024-05-08) |
Employees | 4 (75% Investors, 100% Brokers) |
Phone | 518-785-6400 |
Address | 623 New Loudon Road Latham, NY 12110 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 423 | 110.0 |
(b) Individuals (high net worth individuals) | 246 | 251.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 2.5 |
(h) Charitable organizations | 1 | 1.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,045 | 365.7 |
By Discretionary | ||
Discretionary | 1,045 | 365.7 |
Non-Discretionary | 0 | 0.0 |
Total | 1,045 | 365.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 365.4 | |
Total | 1,045 | 365.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
PFW Advisors LLC
✚
|
GA | 0.4 |
Hedeker Wealth LLC
✚
|
IL | 0.4 |
Lombard Advisers Incorporated
✚
|
MD | 0.4 |
Collective Family Office LLC
✚
|
PA | 0.4 |
Richmond Investment Services LLC
✚
|
WI | 0.4 |
Financial Gravity Family Office Services LLC
✚
|
TX | 0.4 |
Permanent Capital Management LP
✚
|
IL | 0.4 |
Grunden Financial Advisory Inc
✚
|
TX | 0.4 |
Oliver Capital Management Inc
✚
|
WA | 0.4 |
Sage Private Wealth Group LLC
✚
|
IL | 0.4 |