Overview
Assets Under Management: $15.0 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 14,054
Average Client Assets: $496,365
Frequently Asked Questions
PARK AVENUE SECURITIES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #46173), PARK AVENUE SECURITIES LLC is subject to fiduciary duty under federal law.
PARK AVENUE SECURITIES LLC is headquartered in NEW YORK, NY.
PARK AVENUE SECURITIES LLC serves 14,054 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, PARK AVENUE SECURITIES LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
PARK AVENUE SECURITIES LLC manages $15.0 billion in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, PARK AVENUE SECURITIES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 14,054
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.51
Average High-Net-Worth Client Assets: $496,365
Total Client Accounts: 71,074
Discretionary Accounts: 67,054
Non-Discretionary Accounts: 4,020
Regulatory Filings
CRD Number: 46173
Filing ID: 1959394
Last Filing Date: 2025-03-19 08:23:00
Website: https://glic.com