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 primarily serves individual and family clients and combines advisory work with broker-dealer and insurance brokerage activities. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation structures listed include percentage-of-AUM fees alongside hourly and fixed-fee arrangements, indicating flexibility across planning and discretionary portfolio mandates. FINTRX flags the firm as not being an active ESG investor and not 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 4
Edward 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 196Active vs passive
$337M in ETFs
80%
$268M
12%
$69.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $37.9M | 397,614 | 11.24% |
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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