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Building 2CLEAN YIELD ASSET MANAGEMENT

Map pinNORWICH, VT
Phone802-526-2525
NotebookSEC #801-28225
Total AUM
$571.2M
Employees
9
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16 BEAVER MEADOW RD.
NORWICH
VT 05055
United States
Operating Hours
8:30 A.M - 4:30 P.M.
Monday - Friday
Phone
802-526-2525
Other Offices
3

ReceiptFinancials

Total AUM
$571.2M
Accounts
667
Discretionary
$571.2M
Accounts
667
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$37.5M
HNW Individual Clients
155
AUM
$508.4M
Charitable Organization Clients
11
AUM
$25.3M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMAMDNHNYTXVT

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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