PARK LANE FINANCIAL GROUP LLC

Overview

Park Lane Financial Group LLC is an independent, individually owned registered investment adviser that primarily serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects outside advisers on behalf of clients. Fee arrangements are flexible and include percentage-of-assets, hourly billing, and fixed fees. Park Lane also operates as an insurance broker and identifies itself as a capital allocator — it deploys client capital into third-party investment managers when appropriate. The firm does not list ESG investing as an activity and appears to operate on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives