Payne Capital Management, LLC

Payne Capital Management, LLC (CRD# 147119) is a financial advisory firm headquartered in New York, NY. They manage $1,062,479,416 in 3,989 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
231 West 29th Street, Suite 1002, New York, NY 10001
https://paynecm.com/bobs-market-update/
By the Numbers
  • Total Assets Under Management
    1,062
    MILLION
  • Total Number of Accounts
    3,989
    ACCOUNTS
  • Average Account Value
    $266,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Payne Capital Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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