H.M. Payson Review

Trust Score 97%
Trust Score info_outline

H.M. Payson, federally registered in 1966, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 15 advisors. H.M. Payson manages $3.6 billion and provides investment advisory services for 2,898 clients (1:194 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $50,000
Avg Account Balance $1,256,138
Hybrid Advisor No
Disciplinary History No
Total AUM $3.6 billion
Advisor / Client Ratio 1:194
Headquarters Portland, ME
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, CO, CT, DC, FL, GA, IL, ME, MD, MA, NE, NH, NJ, NY, NC, PA, TN, TX, VT, VA

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