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King Wealth Management Group, LLC

● SEC registered since 2012CRD 159550SEC# 801-73023Saratoga Springs, NY
Export (members)
Reg. AUM
$931.3M
Employees
7
Accounts
1,743
Location
Saratoga Springs, NY

King Wealth Management Group, LLC assets under management

King Wealth Management Group, LLC operates as an SEC-registered investment adviser based in Saratoga Springs, NY. The firm has been registered since 2012. It reports $931.3 million in regulatory assets under management and employs 7 people.
www.kingwealthmanagementgroup.comView on SEC.gov ↗

King Wealth Management Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel Paul Gale ControlVice PresidentUnder 5%2012
Jane Marie Quinn ControlSecretaryUnder 5%2015
Lawrence Edgar King ControlPresident/CcoOver 75%2012
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Frequently asked questions

How much does King Wealth Management Group, LLC manage?

King Wealth Management Group, LLC reports $931.3 million in regulatory assets under management on its Form ADV.

How many employees does King Wealth Management Group, LLC have?

King Wealth Management Group, LLC reports 7 employees.

Where is King Wealth Management Group, LLC located?

King Wealth Management Group, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2012.

Does King Wealth Management Group, LLC disclose fund performance?

King Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address270 West Circular Street, Suite 1, Saratoga Springs, NY 12866
Phone518-306-5640
Fax(518) 306-5645
Office hours8:30 a.m. - 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$923.1M
Non-discretionary$8.2M
Total (RAUM)$931.3M