H.M. PAYSON

One Portland Square, 5th Floor
Portland, Maine 04101
Tel: 207-772-3761

About H.M. PAYSON

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	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

More Retirement Planning firms in Portland, Maine:

Firm Name	Assets Under Management	Total Clients	Total Advisors
R M DAVIS INC 24 City Center Portland, ME, 04101-4069	$6,315,757,763	5680	57
GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 04101	$3,800,000,000	7	200
MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
HEADINVEST 7 Custom House St, 4th Floor Portland, ME, 04101-4194	$897,644,886	1240	16
PORTLAND GLOBAL ADVISORS LLC 217 Commercial St, Suite 400 Portland, ME, 04101	$894,628,115	813	11

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