Paychex Securities Corporation
$54.7M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$52.0M
$52.0M
2023
2025
Same-firm comparison: 1 firms that reported Paychex Securities Corporation in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2017, FY2018, FY2019, FY2020, FY2021, FY2022.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Naviquant Capital Management Llc | $52.0M | $199M | 26.1% | 03/18/2026 |
| Pacific Park Financial, Inc. | $2.7M | $222M | 1.2% | 03/23/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.