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Building 2HANSON & DOREMUS INVESTMENT MANAGEMENT

Map pinBURLINGTON, VT
Phone802-658-2668
NotebookSEC #801-55412
Total AUM
$1.1B
Employees
14
Clients
623

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
431 PINE STREET
SUITE 302
BURLINGTON
VT 05401
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
802-658-2668
Other Offices
8

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,557
Discretionary
$1.1B
Accounts
1,557
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
334
AUM
$134.5M
HNW Individual Clients
250
AUM
$867.1M
Pension/Profit Sharing Plan Clients
11
AUM
$7.2M
Charitable Organization Clients
27
AUM
$46.7M
Corporation or Business Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMAMDMENENHNYTXVT

HandshakeAffiliates

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

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