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| Happy Holidays!! thanks for using AUM13F!! |
| Park Avenue Securities LLC
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| CRD # | 46173 |
| SEC # | 801-58108 |
| CIK # | 0001071640 |
| AUM | $15.0 B (2025-03-19) |
| Employees | 1,984 (99% Investors, 91% Brokers) |
| Phone | 888-600-4667 |
| Address | 10 Hudson Yards New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Masco Corp /DE/ | 0.0 | ||
| M&T Bank Corp | 0.0 | ||
| Marathon Petroleum Corp | 0.0 | ||
| Workday Inc | 0.0 | ||
| HDFC Bank Ltd | 0.0 | ||
| International Paper Co /New/ | 0.0 | ||
| Broadridge Financial Solutions Inc | 0.0 | ||
| Synchrony Financial | 0.0 | ||
| Gabelli Dividend & Income Trust | 0.0 | ||
| HSBC Holdings PLC | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55,467 | 7.2 |
| (b) Individuals (high net worth individuals) | 14,054 | 7.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 950 | 0.3 |
| (h) Charitable organizations | 183 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 357 | 0.3 |
| (n) Other | 63 | 0.1 |
| Total | 71,074 | 15.0 |
| By Discretionary | ||
| Discretionary | 67,054 | 13.1 |
| Non-Discretionary | 4,020 | 1.9 |
| Total | 71,074 | 15.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.0 | |
| Total | 71,074 | 15.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001071640] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benjamin F Edwards & Company Incorporated
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MO | 15.7 |
|
Stephens Inc
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AR | 15.6 |
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Integrated Wealth Concepts LLC
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MA | 15.2 |
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IA | 14.8 |
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Federated Global Investment Management Corp
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NY | 14.8 |
|
Stratos Wealth Partners Ltd
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OH | 14.5 |
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Congress Asset Management Company LLP
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MA | 14.2 |
|
&Partners
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TN | 14.1 |
|
Independent Advisor Alliance LLC
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NC | 14.1 |
|
Evercore Wealth Management LLC
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|
NY | 13.9 |