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.

The firm manages $2.48 million in discretionary accounts and $18.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $826.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $676.59 thousand.

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. Hourly charges are usually charged for consulting work and special projects. 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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