Park Avenue Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 46173
- Registered since
- November 13, 2000
- Website
- www.parkavenuesecurities.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI48.02%
- Individuals46.54%
- Corporations / Businesses2.48%
- Pension & Profit Sharing Plans1.76%
- Other0.73%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Park Avenue Securities LLC is an insurance broker-dealer organized as an LLC that also acts as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC (registered in 2000) and combines broker-dealer distribution with advisory services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds17%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 881Active vs passive
$14.6B in ETFs
63%
$9.2B
24%
$5.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.4B | 1,864,298 | 9.79% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 10 Hudson Yards
- Time zone
- ET (UTC-5)
- Office locations
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