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PAYNE WEALTH PARTNERS, INC.
PAYNE WEALTH PARTNERS, INC.
EVANSVILLE, Indiana
·
5 registered advisors
·
CRD# 105904
SEC# 801-33446
812-477-6221
01
Firm Overview
AUM
$535M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
Other: MINIMUM FEES BASED ON NET WORTH AND ASSETS UNDER MANAGEMENT.
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PAYNE WEALTH PARTNERS, INC.
5 registered advisors
Ann Adele Pendley
EVANSVILLE, Indiana
CRD# 2229124
Chad Alan Sander
EVANSVILLE, Indiana
CRD# 2291555
Kelly Lynn Mitchell
EVANSVILLE, Indiana
CRD# 4929813
Nathan Perry Moore
EVANSVILLE, Indiana
CRD# 5901916
T. Taylor Payne
EVANSVILLE, Indiana
CRD# 4346409
05
Office Locations
EVANSVILLE, Indiana
5 advisors
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Data sourced from SEC Form ADV filings. PAYNE WEALTH PARTNERS, INC. (CRD# 105904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.