CRD: 46173
Park Avenue Securities LLC
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-18-1999
- Office Locations
- 385
Office Locations
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.
Reported data analysis
What the numbers show
Between October 8, 2025 and July 1, 2026, reported AUM increased 30.5%, from $15.0B to $19.6B.
Across 5 reported observations, AUM increased 84.2% between December 1, 2022 and July 1, 2026, from $10.6B to $19.6B.
Of the latest reported AUM, 90.1% is discretionary and 9.9% is non-discretionary.
The firm reports 2,054 advisory representatives and 120,767 clients, or 58.8 clients per representative. That equates to $162.1K in reported AUM per client.
The profile lists 385 reported office locations and 27 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Park Avenue Securities LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALLEN WARREN BOGGS
HEAD OF PRODUCT
- CRD
- #4751363
- Ownership
- Less than 5%
MARIANNE GRACE CASWELL
President
- CRD
- #6424651
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Alfred Michael Abbamonte
--
- CRD
- #7867340
Olivia Abboud
--
- CRD
- #7873849
Showing 2 of 2577 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Park Avenue Securities LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Park Avenue Securities LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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