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Building 2PAYANT WEALTH MANAGEMENT GROUP

Map pinSUN CITY CENTER, FL
Phone813-633-7333
NotebookSEC #801-113231
Total AUM
$235.6M
Employees
6
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1653 SUN CITY CENTER PLAZA
SUN CITY CENTER
FL 33573
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
813-633-7333
Other Offices
1

ReceiptFinancials

Total AUM
$235.6M
Accounts
618
Discretionary
$235.6M
Accounts
618
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
247
AUM
$106.6M
HNW Individual Clients
67
AUM
$129M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILMINHNJPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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