H.M. Payson Review

Trust Score 97%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

H.M. Payson, federally registered in 1966, is a Registered Investment Advisor (RIA) in 20 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
Average Client 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    (CRD # 2993)
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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