Jennifer
Angell
Payne Capital Management, LLC
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About this Advisor
Jennifer Angell is a financial advisor who works out of New York, New York with a total of 7 years of industry experience. Angell is currently employed by Payne Capital Management, LLC. Angell has gained experience at University Of Miami, Anchorage Capital Group and Payne Capital Management, LLC. Angell holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Florida, New Jersey, New York, Pennsylvania and Texas. Payne Capital Management, LLC is a financial advisory firm operating out of New York, NY. The investment advisory business has offices in 13 locations and a total of 15 employees. It handles $895 million in assets between its 3,741 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 3,741 customer accounts, 26% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by Payne Capital Management, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Payne Capital Management, LLC Brokerage Details
$895,029,012
15
3,741
$239,249
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jennifer Angell Work History
Jennifer has been registered as a financial advisor for 7 years.*
Payne Capital Management, LLC
Anchorage Capital Group
University Of Miami
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Angell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Payne Capital Management, LLC
Blue Bell, PA
New York, NY
New York, NY
Blue Bell, PA
New York, NY
New York, NY
Blue Bell, PA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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