Overview
Assets Under Management: $539 million
Headquarters: NORWICH, VT
High-Net-Worth Clients: 136
Average Client Assets: $3 million
Frequently Asked Questions
CLEAN YIELD GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104826), CLEAN YIELD GROUP INC is subject to fiduciary duty under federal law.
CLEAN YIELD GROUP INC is headquartered in NORWICH, VT.
CLEAN YIELD GROUP INC serves 136 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, CLEAN YIELD GROUP INC offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CLEAN YIELD GROUP INC manages $539 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, CLEAN YIELD GROUP INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 645
Discretionary Accounts: 645
Regulatory Filings
CRD Number: 104826
Last Filing Date: 2025-02-26 00:00:00
Website: https://cleanyield.com