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).

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 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 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 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 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.

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