Paysse Jennison, Inc. (Mercer Island)

Name: Paysse Jennison, Inc.
Address: 9311 Se 36 Th Street, Mercer Island, WA, 98040
Telephone: 206-236-7343

Paysse Jennison, Inc. is an adviser based in Mercer Island. It manages $38.29 million of regulatory assets for 228 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.

Paysse Jennison provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Paysse Jennison: assets under management

The assets under management (AUM) of Paysse Jennison, Inc. is $38.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paysse Jennison, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Paysse Jennison, Inc.

Brian Jennison has been acting as President since 1 Jul 1996. Rachel Weaver Paysse joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Jennison	President	1 Jul 1996	50% - 75%	2766091
Brian Eldon Jennison	President	1 Jul 1996	50% - 75%	2766091
Rachel Weaver Paysse	Chief compliance officer	1 Jan 2004	50% - 75%	1213697

Based in Mercer Island

The principal office where Paysse Jennison, Inc. performs its advisory services is located at 9311 Se 36 Th Street, Mercer Island, WA 98040, 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 206-236-7343 or by fax 206-236-8126. The normal business hours are by apointment on Monday - Friday. You can find more information about the New York firm at www.payssejennison.com.