Paon, LLC is a mid-sized advisory firm based in New York. It manages $25 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.
Paon provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Paon, LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Paon, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Paon, LLC performs its advisory services is located at 349 5 Th Avenue, New York, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 607-227-1034. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at www.paonllc.com.