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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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||23|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$1,256,138|
|Total AUM||$3.6 billion|
|Advisor / Client Ratio||1:194|
|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|