Overview
Assets Under Management: $539 million
Headquarters: NORWICH, VT
High-Net-Worth Clients: 136
Average Client Assets: $3 million
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