Park Lane Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,800,730
Total clients
45
11% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
23
Average account size
$195,572
About
Park Lane Financial Group LLC provides discretionary asset management, financial planning, and targeted consulting services to individual and business clients, delivering ongoing portfolio management and written financial plans. The firm also operates as a licensed insurance agent and offers commission‑based insurance products, and its client base does not emphasize high‑net‑worth individuals.
Investment programs are built around each client’s goals, time horizon, and risk tolerance, with the adviser employing fundamental analysis, Monte Carlo planning, and cyclical analysis to inform asset allocation and risk assessments. Park Lane may hire third‑party sub‑advisors to implement strategies and uses a mix of long‑term holdings, trading, and options strategies where appropriate.
Distinctive features for a firm of this size include the combination of fee‑based advisory services with an affiliated insurance practice (the adviser discloses devoting roughly 10% of time to insurance) and routine use of sub‑advisors for portfolio implementation. The firm discloses a small client roster and assets under management and requires clients to use a designated custodian for execution; it also does not routinely vote client proxies, matters prospective clients may want to consider.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Full Financial Plan fixed fees ranging from $1,500 to $12,000; Ongoing Financial Planning Services fixed annual fee $100 to $1,000
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.75% annually $3,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.35% annually
Insurance products sold for commission by representatives
Consultation Services charged at $350 per hour
Ongoing Financial Planning Services fixed annual fee $100 to $1,000 paid monthly in advance
Account minimum: $100,000 Fee-only: Full Financial Plan: $1,500 - $12,000 fixed fee; Consultation Services: $350/hour; Ongoing Financial Planning Services: $100 - $1,000 annually (paid monthly in advance)
Main office location
Park Lane Financial Group LLC
843 Exeter Ave.
West Pittston PA 18643, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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