HANSON & DOREMUS INVESTMENT MANAGEMENT

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

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 Status	Approved
Firm CRD#	108045
SEC#	801-55412
Assets Managed by Firm	$736,675,665
No. of Clients	1390
No. of Advisors	14

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 Clients	AUM
Firm Total	1390	$736,675,665
Individuals (other than high net worth individuals)	329	$123,713,814
High net worth individuals	187	$570,190,972
Pension and profit sharing plans	Fewer than 5 clients	$354,285
Charitable organizations	30	$37,029,437
Corporations or other businesses	Fewer than 5 clients	$5,387,157

More Retirement Planning firms in Burlington, Vermont:

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NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23
TRG INVESTMENT ADVISORS, LLC 48 Harris Place Brattleboro, VT, 05301	$1,113,838,194	534	7

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