Overview
Assets Under Management: $236 million
Headquarters: SUN CITY CENTER, FL
High-Net-Worth Clients: 67
Average Client Assets: $1.9 million
Frequently Asked Questions
PAYANT WEALTH MANAGEMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134854), PAYANT WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
PAYANT WEALTH MANAGEMENT GROUP is headquartered in SUN CITY CENTER, FL.
PAYANT WEALTH MANAGEMENT GROUP serves 67 high-net-worth clients according to their SEC filing dated November 07, 2024. View client details ↓
According to their SEC Form ADV, PAYANT WEALTH MANAGEMENT GROUP offers financial planning and portfolio management for individuals. View all service details ↓
PAYANT WEALTH MANAGEMENT GROUP manages $236 million in client assets according to their SEC filing dated November 07, 2024.
According to their SEC Form ADV, PAYANT WEALTH MANAGEMENT GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.76%
Average Client Assets: $1.9 million
Total Client Accounts: 618
Discretionary Accounts: 618
Regulatory Filings
CRD Number: 134854
Filing ID: 1911977
Last Filing Date: 2024-11-07 09:06:00