Investment adviser · CRD 105904

PAYNE WEALTH PARTNERS, INC.

Investment adviser filing (IA)

EVANSVILLE, IN, United States · Form ADV filed Mar 29, 2017

Regulatory AUM
$535M
Form ADV · Item 5.F
Client accounts
1,687
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

601 N. CROSS POINTE BOULEVARD
EVANSVILLE, IN, 47715, United States

CRD 105904

Filing source

Form ADV 1098366 · Mar 29, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.