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Home > Retirement Planners > vermont > norwich > CLEAN YIELD ASSET MANAGEMENT
CLEAN YIELD ASSET MANAGEMENT
16 Beaver Meadow Rd.
Norwich, Vermont 05055
Tel: 802-526-2525
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 Status | Approved |
|---|---|
| Firm CRD# | 104826 |
| SEC# | 801-28225 |
| Assets Managed by Firm | $538,765,642 |
| No. of Clients | 645 |
| No. of Advisors | 9 |
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 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 |
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