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Building 2H.M. PAYSON

Map pinPORTLAND, ME
Phone207-772-3761
NotebookSEC #801-3901
Total AUM
$9.1B
Employees
34
Clients
4,308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CITY CENTER, STE 211
PORTLAND
ME 04101
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
207-772-3761
Other Offices
2

ReceiptFinancials

Total AUM
$9.1B
Accounts
4,308
Discretionary
$8.6B
Accounts
4,155
Non-Discretionary
$516.3M
Accounts
153

ContactClients

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Individual Clients
3,051
AUM
$1.7B
HNW Individual Clients
910
AUM
$5.3B
Investment Company Clients
1
AUM
$321.2M
Pension/Profit Sharing Plan Clients
71
AUM
$228.8M
Charitable Organization Clients
179
AUM
$701.5M
Corporation or Business Clients
96
AUM
$795.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMIMNMSMTNCNENHNJNMNVNYOHORPASCTNTXVAVTWAWI

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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