PAYANT WEALTH MANAGEMENT GROUP
AMERICAN PLANNING SERVICES, INC. Legal Name
Adviser information for PAYANT WEALTH MANAGEMENT GROUP last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 618 | $235.6M |
| Non-Discretionary | 0 | $0 |
| Total | 618 | $235.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 247 | $106.6M |
| HNW Individuals | 67 | $129.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
1653 SUN CITY CENTER PLAZASUN CITY CENTER
FL
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 813-633-7333, Fax: 813-633-6420
Chief Compliance Officer
MARTIN J. MULLIGAN
CERTIFIED FINANCIAL PLANNER
1653 SUN CITY CENTER PLAZA
SUN CITY CENTER
FL
United States
Tel:
813-633-7333
Fax:
813-633-6420
J********@******************************M
(Full email address available in API data)
Industry Affiliates
| PAYANT INSURANCE SOLUTIONS, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PAYANT, THOMAS, ARTHUR | Individual | – | CEO | 09/1979 | > 75% |
| MULLIGAN, MARTIN, JAY | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2020 | < 5% |
| Payant, Robyn | Individual | – | PRESIDENT | 09/1983 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 3M | 17K | – |
| ALPHABET INC | CAP STK CL C | 240K | 1K | – |
| AMAZON COM INC | COM | 3M | 17K | – |
| APPLE INC | COM | 5M | 23K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
| ELI LILLY & CO | COM | 2M | 3K | – |
| EXXON MOBIL CORP | COM | 2M | 14K | – |
| GE AEROSPACE | COM NEW | 1M | 8K | – |
| HOME DEPOT INC | COM | 206K | 597 | – |
| INTERNATIONAL BUSINESS MACHS | COM | 241K | 1K | – |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 574K | 3K | – |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | 517K | 5K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 21M | 989K | – |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 2M | 33K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 861K | 42K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 351K | 15K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 HY | 334K | 15K | – |
| INVESCO QQQ TR | UNIT SER 1 | 15M | 32K | – |
| ISHARES TR | CORE S&P500 ETF | 230K | 421 | – |
| ISHARES TR | IBONDS 24 TRM TS | 418K | 17K | – |
| ISHARES TR | IBONDS 25 TRM TS | 447K | 19K | – |
| ISHARES TR | IBONDS DEC24 ETF | 405K | 16K | – |
| ISHARES TR | IBONDS DEC25 ETF | 409K | 16K | – |
| ISHARES TR | TRS FLT RT BD | 3M | 60K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | 12M | 186K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 8M | 141K | – |
| JOHNSON & JOHNSON | COM | 249K | 2K | – |
| JPMORGAN CHASE & CO. | COM | 419K | 2K | – |
| MARRIOTT INTL INC NEW | CL A | 349K | 1K | – |
| MASTERCARD INCORPORATED | CL A | 3M | 6K | – |
| MCDONALDS CORP | COM | 284K | 1K | – |
| MERCK & CO INC | COM | 248K | 2K | – |
| META PLATFORMS INC | CL A | 3M | 6K | – |
| MICROSOFT CORP | COM | 4M | 8K | – |
| NEXTERA ENERGY INC | COM | 1M | 18K | – |
| NVIDIA CORPORATION | COM | 4M | 32K | – |
| ORACLE CORP | COM | 650K | 5K | – |
| PACER FDS TR | TRENDP US LAR CP | 14M | 290K | – |
| PACER FDS TR | US CASH COWS 100 | 13M | 239K | – |
| PACER FDS TR | TRENDPILOT 100 | 300K | 4K | – |
| PEPSICO INC | COM | 264K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 1M | 9K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 232K | 3K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 823K | 2K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 4K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 1M | 15K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 679K | 11K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 830K | 2K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 412K | 824 | – |
| VANGUARD INDEX FDS | GROWTH ETF | 237K | 635 | – |
| VANGUARD WORLD FD | MEGA GRWTH IND | 429K | 1K | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 5M | 108K | – |