431 Pine Street
Suite 302
Burlington, Vermont 05401
Tel: 802-658-2668
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$35,941,367,795 | 8 | 43 | |
$17,319,756,035 | 119 | 42 | |
$3,688,455,226 | 1684 | 37 | |
$2,124,751,345 | 11558 | 450 | |
$1,723,412,484 | 2649 | 23 |
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