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H.M. PAYSON
H. M. PAYSON & CO.
CRD 2993 · SEC 801-3901
ONE CITY CENTER, STE 211, PORTLAND, ME, 04101, United States
Phone
207-772-3761
Fax
207-871-7508
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.09B
Discretionary AUM
$8.57B
Team
34 total employees; 29 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3051 | $1.74B |
| High net worth individuals | 910 | $5.31B |
| Investment companies | 1 | $321.2M |
| Pension/profit sharing plans | 71 | $228.8M |
| Charitable organizations | 179 | $701.5M |
| Corporations/business entities | 96 | $795.1M |
States served
VT, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, VA, WI, WY, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD