Clean Yield Group Inc
● SEC registered since 1986CRD 104826SEC# 801-28225Norwich, VT
Reg. AUM
$571.2M
Employees
9
Accounts
667
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 $571.2 million in regulatory assets under management and employs 9 people.
Clean Yield Group Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dorigen Ryan Hofmann Control | Vice President, Chief Compliance Officer | 25-50% | 2012 |
| Elizabeth Doyle Glenshaw Control | President & Treasurer | 25-50% | 2014 |
| Eric Michael Becker Control | Secretary | 25-50% | 2012 |
Frequently asked questions
How much does Clean Yield Group Inc manage?
Clean Yield Group Inc reports $571.2 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
| Address | 16 Beaver Meadow Rd., Norwich, VT 05055 |
| Phone | 802-526-2525 |
| Fax | 802-526-2528 |
| Office hours | 8:30 A.M - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$571.2M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$571.2Mregulatory AUM
Discretionary $571.2M