TrueAdvisor
TrueAdvisor
AG
AG
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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

48 Bakertown Rd, Suite 506, Monroe, NY, 10950

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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
June 2024 - Present · 1 yr 8 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.