TrueAdvisor
TrueAdvisor
KW
KW

Keith Paul Warmbein

Park Avenue Investment Advisory, LLC
24 Years of Experience
View SEC Summary
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 Blvd. 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.

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Employment History
Current Registrations
Park Avenue Investment Advisory, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Carnegie Investment Counsel
December 2015 - April 2022 · 6 yrs 4 mos
Primesolutions Advisors, LLC
April 2001 - April 2017 · 16 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.