Clean Yield Asset Management

Clean Yield Asset Management (CRD# 104826) is a financial advisory firm headquartered in Norwich, VT. They manage $517,840,197 in 582 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
16 Beaver Meadow Rd., Norwich, VT 05055
https://twitter.com/cleanyield
By the Numbers
  • Total Assets Under Management
    518
    MILLION
  • Total Number of Accounts
    582
    ACCOUNTS
  • Average Account Value
    $889,760
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Clean Yield Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Eric Becker, financial advisor Norwich VT
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 26 years of experience in the finance industry.

2
Elizabeth Glenshaw, financial advisor Norwich VT
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 12 years of experience in the finance industry.

3
Dorigen Hofmann, financial advisor Norwich VT
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 15 years of experience in the finance industry.

4
Steven Lehman, financial advisor Norwich VT
Steven J. Lehman
CRD#: 6354650
16 Beaver Meadow Rd., Norwich, VT 05055

Steven Lehman (CRD# 6354650) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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