Overview
Assets Under Management: $554 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 5
Average Client Assets: $111 million
Frequently Asked Questions
PARK LANE ADVISORS, 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 #338445), PARK LANE ADVISORS, LLC is subject to fiduciary duty under federal law.
PARK LANE ADVISORS, LLC is headquartered in BIRMINGHAM, AL.
PARK LANE ADVISORS, LLC serves 5 high-net-worth clients according to their SEC filing dated November 14, 2025. View client details ↓
According to their SEC Form ADV, PARK LANE ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
PARK LANE ADVISORS, LLC manages $554 million in client assets according to their SEC filing dated November 14, 2025.
According to their SEC Form ADV, PARK LANE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $111 million
Total Client Accounts: 5
Discretionary Accounts: 5
Regulatory Filings
CRD Number: 338445
Filing ID: 2014666
Last Filing Date: 2025-11-14 16:58:47
Website: 0