Park Avenue Investment Advisory, LLC

EST. AUM
$191,356,409

CONTACTS
1

CLIENT ACCOUNTS
655

Firm Details

Metro area New York City
CRD Number 310203
Website parkavenuesecurities.com
Client types

Overview

Park Avenue Investment Advisory, LLC is an SEC-registered RIA operating under the Park Avenue Securities umbrella. It provides fee-based investment advisory and financial planning services via affiliated Investment Advisor Representatives (IARs). With approximately $75.4 million in discretionary assets across nearly 290 retail accounts, the firm specializes in wrap-fee advisory programs, separately managed accounts (SMAs), unified managed accounts (UMAs), and financial consulting. It is structured to support independent advisors with fiduciary investment solutions aligned with client objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Park Avenue Investment Advisory, LLC

Platform Details

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