CRD: 332774
Park Lane Financial Group LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-27-2024
- Office Locations
- 1
Office Locations
About Park Lane Financial Group LLC
Park Lane Financial Group LLC is a West Pittston, PA-based retail RIA founded in 2024 providing financial planning, asset management, estate planning, and insurance planning. Portfolios emphasize public funds and ETFs with an asset-allocation and risk-management approach, with exposure across fixed income, real estate, and infrastructure. Custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Cade Bekanich
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #7602432
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Tanner Wilson Vandermark
--
- CRD
- #7619502
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,800,730 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,800,730 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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