H.M. Payson

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Last updated: February 23rd, 2020. Data source: SEC filings.

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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
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 23
Percentage of Advisors Trusted 100%
Minimum Investment $50,000
Average Client Balance $1,256,138
Total AUM $3.6 billion
Advisor / Client Ratio 1:194
Headquarters Portland, ME
SEC Filings View SEC IAPD 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

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.