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CLEAN YIELD ASSET MANAGEMENT

16 Beaver Meadow Rd.
Norwich, Vermont 05055
Tel: 802-526-2525

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About CLEAN YIELD ASSET MANAGEMENT

CLEAN YIELD ASSET MANAGEMENT, formally registered with the SEC as CLEAN YIELD ASSET MANAGEMENT. The firm was established in 11/13/1986. They have over 4 offices throughout the country.

CLEAN YIELD ASSET MANAGEMENT is a Norwich, Vermont based Financial Planning firm with nearly $538,765,642 assets under management, offering retirement planning & investment advisory services to 645 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104826
SEC#801-28225
Assets Managed by Firm$538,765,642
No. of Clients645
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (CONSULTING FEES)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total645$538,765,642
Individuals (other than high net worth individuals)94$48,268,876
High net worth individuals136$463,205,695
Charitable organizations11$27,291,071

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ESI FINANCIAL ADVISORS
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