Michael James Woomer

Park Avenue Investment Advisory, LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Park Avenue Investment Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

255 clients

Average Client Portfolio

$385K average

Assets Under Management

$98.3M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

244 Boulevard of the Allies, Pittsburgh, PA, 15222

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Park Avenue Investment Advisory, LLC

March 2022 - Present · 3 yrs 11 mos

Previous Registrations

Carnegie Investment Counsel

June 2016 - February 2022 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.