Overview
Assets Under Management: $1.2 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 7
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.99
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 4,048
Discretionary Accounts: 1,372
Non-Discretionary Accounts: 2,676
Regulatory Filings
CRD Number: 147119
Filing ID: 1939651
Last Filing Date: 2025-03-25 14:53:00
Website: https://paynecm.com