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Clean Yield Group Inc

● SEC registered since 1986CRD 104826SEC# 801-28225Norwich, VT
Export (members)
Reg. AUM
$538.8M
Employees
9
Accounts
645
Location
Norwich, VT

Clean Yield Group Inc assets under management

Clean Yield Group Inc operates as an SEC-registered investment adviser based in Norwich, VT. The firm has been registered since 1986. It reports $538.8 million in regulatory assets under management and employs 9 people.

Clean Yield Group Inc owners & executives

3 reported
NameTitleOwnershipSince
Dorigen Ryan Hofmann ControlVice President, Chief Compliance Officer25-50%2012
Elizabeth Doyle Glenshaw ControlPresident & Treasurer25-50%2014
Eric Michael Becker ControlSecretary25-50%2012

Frequently asked questions

How much does Clean Yield Group Inc manage?

Clean Yield Group Inc reports $538.8 million in regulatory assets under management on its Form ADV.

How many employees does Clean Yield Group Inc have?

Clean Yield Group Inc reports 9 employees.

Where is Clean Yield Group Inc located?

Clean Yield Group Inc is based in Norwich, VT and has been SEC-registered since 1986.

Does Clean Yield Group Inc disclose fund performance?

Clean Yield Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16 Beaver Meadow Rd., Norwich, VT 05055
Phone802-526-2525
Fax802-526-2528
Office hours8:30 A.M - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$538.8M
Non-discretionary$0
Total (RAUM)$538.8M