Clean Yield Asset Management

Clean Yield Asset Management (CRD# 104826) is a financial advisory firm headquartered in Norwich, VT. They manage $510,663,500 in 690 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $740,092
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MA, MD, NH, NY, TX, VT

Financial Advisors at Clean Yield Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Eric M. Becker
CRD#: 2641732
16 Beaver Meadow Rd., Norwich, VT 05055

Eric Becker (CRD# 2641732) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 28 years of experience in the finance industry.

2
Elizabeth D. Glenshaw
CRD#: 2661380
16 Beaver Meadow Rd, Norwich, VT 05055

Elizabeth Glenshaw (CRD# 2661380) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 13 years of experience in the finance industry.

3
Dorigen R. Hofmann
CRD#: 5258903
16 Beaver Meadow Rd., Norwich, VT 05055

Dorigen Hofmann (CRD# 5258903) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.