A complete list of active advisors currently associated with Park Lane Financial Group LLC

Warmer can help you find a great advisor at Park Lane Financial Group LLC or one who fits your needs even better.

Founded in 2024, Park Lane Financial Group LLC provides discretionary asset management and financial planning and consulting to individuals and small business entities, managing approximately $11.5 million in discretionary assets across roughly 53 client relationships. The firm offers full financial plans, ongoing planning, and consultation services, and also sells insurance products for commission. Park Lane manages client portfolios using methods such as fundamental analysis, Monte Carlo modeling and cyclical analysis, and it may hire sub‑advisors to implement investment models and execute trades. The firm charges percentage‑of‑AUM advisory fees and typically requires a $100,000 account minimum (which may be lowered or waived in certain cases). Noteworthy aspects disclosed in the brochure include that firm personnel are licensed insurance agents and sell insurance for separate commissions (the brochure indicates about 10% of a principal’s time is devoted to that activity), a potential conflict of interest the firm addresses through disclosures and fiduciary obligations. The firm also notes it does not emphasize high‑net‑worth clients relative to many peers, and it uses option and derivative strategies and the authority to appoint sub‑advisors as part of its investment program.

To learn more about the advisors currently working at Park Lane Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.