Payton, Samuel Allen (Chatham)
Payton, Samuel Allen is an adviser based in Chatham. It manages $20.75 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2005.
Payton, Samuel Allen provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Payton, Samuel Allen: assets under management
The assets under management (AUM) of Payton, Samuel Allen is $20.75 million. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Payton, Samuel Allen for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Chatham
The principal office where Payton, Samuel Allen performs its advisory services is located at 206 Washington Avenue, Chatham, NJ 07928, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-273-8441 or by fax 973-635-8450. The normal business hours are 9:30 am to 5:30 pm on Monday - Friday.
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