Clean Yield Asset Management

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Clean Yield Asset Management, federally registered in 1986, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 4 advisors. Clean Yield Asset Management manages $386.4 million and provides investment advisory services for 197 clients (1:50 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,961,300
Hybrid Advisor No
Disciplinary History No
Total AUM $386.4 million
Advisor / Client Ratio 1:50
Headquarters Norwich, VT
SEC Filings Forms and Brochures    (CRD # 104826)
State(s) Registered CA, MD, MA, NH, NY, TX, VT

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