H.m. Payson
H.m. Payson (CRD# 2993) is a financial advisory firm headquartered in Portland, ME. They manage $6,955,171,652 in 4,017 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management6,955MILLION
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Total Number of Accounts4,017ACCOUNTS
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Average Account Value$1,731,434
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, MA, MD, ME, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI
Margaret Reinfried (CRD# 6233867) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has 1 year of experience in the finance industry.
Peter Robbins (CRD# 1022085) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 33 years of experience in the finance industry.
Shawnee Sax (CRD# 2789054) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 27 years of experience in the finance industry.
John Walker (CRD# 457194) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 32 years of experience in the finance industry.
William Weickert (CRD# 1046321) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 41 years of experience in the finance industry.
Kent Whitaker (CRD# 1290319) is an Investment Advisor Representative working at H.m. Payson in , and has over 24 years of experience in the finance industry.