16 Beaver Meadow Rd.
Norwich, Vermont 05055
Tel: 802-526-2525
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104826 |
SEC# | 801-28225 |
Assets Managed by Firm | $538,765,642 |
No. of Clients | 645 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 645 | $538,765,642 |
Individuals (other than high net worth individuals) | 94 | $48,268,876 |
High net worth individuals | 136 | $463,205,695 |
Charitable organizations | 11 | $27,291,071 |
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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