Park Lane Financial Group LLC

Overview

Park Lane Financial Group LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Park Lane also operates as a capital allocator, which suggests it uses third‑party managers or pooled vehicles rather than exclusively managing every mandate in‑house. The firm combines advisory services with insurance brokerage. Its fee arrangements include percentage‑of‑AUM charges alongside hourly and fixed‑fee options. Park Lane does not identify as an active ESG investor, is not designated as a multi‑state adviser, and is not a pension consultant.

Assets & Accounts

Investments & Alternatives