Park Avenue Investment Advisory, LLC

Assets Under Management

$98.3M

Number of Clients

255

Number of Advisors

14

Average Client AUM

$385K

AUM per Advisor

$7.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Park Avenue Investment Advisory (PAA) provides investment advisory services to retail investors through IARs. They offer wrap fee managed account portfolios, including UMA, SMA, and Representative as Portfolio Manager programs. PAA acts as a fiduciary, selecting investments and managing assets based on client needs and objectives. Custodians include Fidelity, Pershing, and Schwab.

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

10 Hudson Yards, New York, NY, 10001

14 Advisors at this firm