King Wealth Management Group, LLC

King Wealth Management Group, LLC (CRD# 159550) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $289,790,346 in 1,185 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    1,185
    ACCOUNTS
  • Average Account Value
    $244,549
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NC, NH, NJ, NY, TX, VA

Financial Advisors at King Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel P. Gale
CRD#: 4138857
31 Church Street, Saratoga Springs, NY 12866
93
Wealthminder
score

Daniel Gale (CRD# 4138857) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 16 years of experience in the finance industry.

2
Lawrence E. King
CRD#: 2015201
31 Church Street, Saratoga Springs, NY 12866
93
Wealthminder
score

Lawrence King (CRD# 2015201) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry.

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