PAYNE WEALTH PARTNERS, INC.
Total AUM
$534.6M
Employees
12Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
601 N. CROSS POINTE BOULEVARD
EVANSVILLE
IN 47715
United States
EVANSVILLE
IN 47715
United States
Operating Hours
8:00 AM- 5:00 PM CST
Monday - Friday
Monday - Friday
Phone
812-477-6221
Financials
Total AUM
$534.6M
Accounts
1,687Discretionary
$485.6M
Accounts
1,679Non-Discretionary
$49M
Accounts
8
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS EXIT PLANNING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM FEES BASED ON NET WORTH AND ASSETS UNDER MANAGEMENT.
Compliance
Disclosures
None reported
State Registrations
FLILINKYMONYTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.