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HANSON & DOREMUS INVESTMENT MANAGEMENT

431 Pine Street
Suite 302
Burlington, Vermont 05401
Tel: 802-658-2668

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About HANSON & DOREMUS INVESTMENT MANAGEMENT

HANSON & DOREMUS INVESTMENT MANAGEMENT, formally registered with the SEC as HANSON & DOREMUS INVESTMENT MANAGEMENT. The firm was established in 04/03/1998. They have over 9 offices throughout the country.

HANSON & DOREMUS INVESTMENT MANAGEMENT is a Burlington, Vermont based Financial Planning firm with nearly $736,675,665 assets under management, offering retirement planning & investment advisory services to 1390 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108045
SEC#801-55412
Assets Managed by Firm$736,675,665
No. of Clients1390
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
  • Other (ROBOADVISORY SERVICE)

Firm Client Information

No. of ClientsAUM
Firm Total1390$736,675,665
Individuals (other than high net worth individuals)329$123,713,814
High net worth individuals187$570,190,972
Pension and profit sharing plansFewer than 5 clients$354,285
Charitable organizations30$37,029,437
Corporations or other businessesFewer than 5 clients$5,387,157

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