$19.6B Total AUM
$17.6B Disc. AUM
20.1% 3Y CAGR
2,073 Employees
120,767 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-1999
- Office Locations
- 387
Office Locations
1 Capitol Mall Suite 300 Sacramento CA
10 Hudson Yards NEW York NY
10 S. Broad Street Lititz PA
About Park Avenue Securities LLC
Park Avenue Securities works with its financial professionals to deliver objective wealth management and planning focused on retirement strategy, college savings, and capital preservation, using a growth-and-protection framework. Services span portfolio construction, tax and insurance solutions, and access to alternatives. Supports advisors with simplified technology; key platforms include Envestnet and iCapital, with Pershing custody.
Team overview
48 AVG AGE
$9.5M AVG AUM / ADVISOR
$162.1K AVG AUM / CLIENT
10.2 yrs AVG TENURE
2,073 Employees
2,054 Advisory Reps
1,892 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Timber Ridge vertex Element Wave vector Unison
Client Personas
Vertex north
Custodian
Vertex Unison Focus legacy Signal Unison Optima Atlas signal Summit insight Fusion Harbor Pioneer matrix Unison Legacy timber Fusion
Fund Managers
Focus alpha
Investment Themes
Zenith Catalyst
Investment Vehicles
Optima value Catalyst legacy Legacy element
Services
Catalyst Eagle ember Peak Summit eagle Timber Pioneer wave Catalyst foundation
Owner & Executives
A
ALLEN WARREN BOGGS
HEAD OF PRODUCT
- CRD
- #4751363
- Ownership
- Less than 5%
(532) 592-7780
vital.north@glaciercapital.com
in linkedin.com/in/matrix-north
M
MARIANNE GRACE CASWELL
President
- CRD
- #6424651
- Ownership
- Less than 5%
(758) 320-3831
focus.horizon@wavecapital.com
in linkedin.com/in/fusion-vector
V
Vital timber
Delta insight glacier
- CRD
- #54296
- Ownership
- 34.3%
(316) 283-1982
quantum.fusion@fusioncapital.com
in linkedin.com/in/element-eagle
Showing 2 of 9 owners & executives
Unlock allContacts
A
Alfred Michael Abbamonte
--
- CRD
- #7867340
(353) 678-8817
summit.eagle@capitalcapital.com
in linkedin.com/in/zenith-fusion
O
Olivia Abboud
--
- CRD
- #7873849
(667) 507-2545
peak.optima@deltacapital.com
in linkedin.com/in/capital-fusion
F
Frontier capital
Ridge insight
- CRD
- #52330
(457) 743-5980
element.unison@fusioncapital.com
in linkedin.com/in/optima-horizon
Showing 2 of 2588 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,636,074,218 | $224,186 |
| Non-Discretionary | $1,939,691,633 | $562,067 |
| Total | $19,575,765,851 | $238,386 |
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Separately Managed Accounts
Total SMA Asset: $19,575,765,851
Equity - Exchange:
14.5% Public Funds:
22.0% Cash:
9.4% Municipal Bonds:
17.2% Corporate - Investment Grade:
17.2% U.S. Government/Agency:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,304,308,337 | 14.5% |
| Public Funds | $1,978,950,581 | 22.0% |
| Cash | $845,551,612 | 9.4% |
| Municipal Bonds | $1,547,179,545 | 17.2% |
| Corporate - Investment Grade | $1,547,179,545 | 17.2% |
| U.S. Government/Agency | $1,772,060,293 | 19.7% |
| Total | $8,995,229,913 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER PATHWAY ALPHA | OPTIMA GLACIER | FBFME34G5 | WTAK | 6.62% | $69,379,968 |
| PIONEER GLACIER RADIAL | PRIME QUANTUM | GN5OUKT7J | XGPZ | 3.49% | $44,954,301 |
| VERTEX ALPHA | ZENITH VITAL | 6GYQE6MAJ | IWC | 5.72% | $55,397,057 |
| ELEMENT FOUNDATION | ALPHA MATRIX | P4LPKY8F3 | QBAC | 5.85% | $59,775,646 |
| PIONEER EMBER PATHWAY | MERIDIAN PEAK | 6H3UPS0YO | OIPP | 10.36% | $65,826,468 |
| ATLAS WAVE ZENITH | WAVE OPTIMA | 9ZK0KZMEZ | YAQXD | 10.05% | $88,163,091 |
| PATHWAY SUMMIT | WAVE ELEMENT | IMA7KOBV1 | FAA | 11.57% | $80,721,604 |
| VITAL LEGACY VALUE | SUMMIT INSIGHT | HKDXCXDN0 | JITLJ | 6.99% | $110,679,277 |