Hanson & Doremus Investment Management
Hanson & Doremus Investment Management (CRD# 108045) is a financial advisory firm headquartered in Burlington, VT. They manage $638,927,297 in 1,170 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management639MILLION
-
Total Number of Accounts1,170ACCOUNTS
-
Average Account Value$546,092
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other
CA, FL, MA, NH, NY, PA, TX, VT
Anne Doremus (CRD# 2266814) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 29 years of experience in the finance industry.
Eric Eklof (CRD# 4279878) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has 1 year of experience in the finance industry. Eric Eklof 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.
Eric Hanson (CRD# 1533493) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 35 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.
Alexander Watson (CRD# 6796716) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has 1 year of experience in the finance industry.
Julie Won (CRD# 2974746) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 16 years of experience in the finance industry. Julie Won 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.
Arthur Wright (CRD# 5192031) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 15 years of experience in the finance industry. Arthur Wright 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.
Elisabeth Ford (CRD# 7142862) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 2 years of experience in the finance industry.