Hanson & Doremus Investment Management

Hanson & Doremus Investment Management (CRD# 108045) is a financial advisory firm headquartered in Burlington, VT. They manage $329,850,562 in 851 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
431 Pine Street, Suite 302, Burlington, VT 05401
http://www.hansondoremus.com
By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $387,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, CO, FL, IL, MA, NH, NY, TX, VT

Financial Advisors at Hanson & Doremus Investment Management
Showing 1 - 3 of 3 top financial advisors.
1
Anne Doremus, financial advisor Burlington VT
Anne W. Doremus
CRD#: 2266814
431 Pine Street, Burlington, VT 05402
96
Wealthminder
score

Anne Doremus (CRD# 2266814) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 24 years of experience in the finance industry.

2
Eric Hanson, financial advisor Burlington VT
Eric H. Hanson
CRD#: 1533493
431 Pine Street, Burlington, VT 05402
96
Wealthminder
score

Eric Hanson (CRD# 1533493) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 30 years of experience in the finance industry. Eric Hanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Julie Won, financial advisor Palo Alto CA
Julie A. Won
CRD#: 2974746
Palo Alto, CA
96
Wealthminder
score

Julie Won (CRD# 2974746) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Palo Alto, CA and has over 11 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.

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