Park Avenue Securities LLC

Overview

Park Avenue Securities LLC operates as a privately held limited liability company that functions primarily as an insurance broker-dealer while also acting as a capital allocator. The firm provides traditional advisory services—financial planning, portfolio management for individuals and small businesses, selection of other advisers—and runs educational seminars and workshops. Its client base spans individual and family clients as well as institutional relationships. Compensation is mixed: asset-based fees, hourly charges and fixed fees are used depending on the engagement. The firm is not identified as an active ESG investor. Park Avenue Securities has been SEC-registered since 2000 and maintains affiliations consistent with broker-dealer, investment adviser and insurance company activities. That combination helps explain the firm's product mix, which includes both brokerage solutions and advisory-managed accounts.

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Public Holdings

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Location & Offices