|
⚲
|
| Park Avenue Investment Advisory LLC
✚
| |
|---|---|
| CRD # | 310203 |
| SEC # | 801-119560 |
| CIK # | |
| AUM | $75.4 MM (2024-07-29) |
| Employees | 70 (100% Investors, 61% Brokers) |
| Phone | 800-879-6934 |
| Address | 10 Hudson Yards New York, NY 10001 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 44.6 |
| (b) Individuals (high net worth individuals) | 6 | 30.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 75.4 |
| By Discretionary | ||
| Discretionary | 288 | 75.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 75.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 75.4 | |
| Total | 288 | 75.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lightedway Advisory Services Inc
✚
|
NY | 0.1 |
|
Runnymede Capital Management Inc
✚
|
NJ | 0.1 |
|
Groesbeck Investment Management Corp
✚
|
NJ | 0.1 |
|
Opal Capital LLC
✚
|
FL | 0.1 |
|
Dakore Wealth Management LLC
✚
|
FL | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 0.1 |
|
Complete Advisors Plus LLC
✚
|
NY | 0.1 |
|
Newsholme Financial Group Inc
✚
|
NY | 0.1 |
|
Financial Solutions Inc
✚
|
OK | 0.1 |