PAYANT WEALTH MANAGEMENT GROUP
Total AUM
$235.6M
Employees
6Clients
314Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1653 SUN CITY CENTER PLAZA
SUN CITY CENTER
FL 33573
United States
SUN CITY CENTER
FL 33573
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
813-633-7333
Other Offices
1
Financials
Total AUM
$235.6M
Accounts
618Discretionary
$235.6M
Accounts
618Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
247AUM
$106.6M
HNW Individual Clients
67AUM
$129M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLGAILMINHNJPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.