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AMERICAN PLANNING SERVICES, INC.
AMERICAN PLANNING SERVICES, INC.
PAYANT WEALTH MANAGEMENT GROUP
SUN CITY CENTER, Florida
·
3 registered advisors
·
CRD# 134854
SEC# 801-113231
1
813-633-7333
01
Firm Overview
AUM
$236M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AMERICAN PLANNING SERVICES, INC.
3 registered advisors
Glenn Krcmaric
SUN CITY CENTER, Florida
CRD# 3135646
Martin Jay Mulligan
SUN CITY CENTER, Florida
CFP
CRD# 2491539
Thomas Arthur Payant
SUN CITY CENTER, Florida
CRD# 845353
05
Office Locations
SUN CITY CENTER, Florida
3 advisors
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Data sourced from SEC Form ADV filings. AMERICAN PLANNING SERVICES, INC. (CRD# 134854) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.