One Portland Square, 5th Floor
Portland, Maine 04101
Tel: 207-772-3761
HM PAYSON, formally registered with the SEC as HM PAYSON. The firm was established in 01/15/1966. They have over 3 offices throughout the country.
H.M. PAYSON is a Portland, Maine based Financial Planning firm with nearly $6,955,171,652 assets under management, offering retirement planning & investment advisory services to 4017 clients. The firm is staffed with 33 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 2993 |
SEC# | 801-3901 |
Assets Managed by Firm | $6,955,171,652 |
No. of Clients | 4017 |
No. of Advisors | 33 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4017 | $6,955,171,652 |
Individuals (other than high net worth individuals) | 2905 | $1,670,460,326 |
High net worth individuals | 710 | $3,763,940,151 |
Pension and profit sharing plans | 72 | $243,526,882 |
Charitable organizations | 241 | $548,751,069 |
Corporations or other businesses | 88 | $490,541,191 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,315,757,763 | 5680 | 57 | |
$3,800,000,000 | 7 | 200 | |
$976,990,954 | 3038 | 21 | |
$897,644,886 | 1240 | 16 | |
$894,628,115 | 813 | 11 |
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