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CLEAN YIELD ASSET MANAGEMENT
CLEAN YIELD GROUP INC
CRD 104826 · SEC 801-28225
16 BEAVER MEADOW RD., NORWICH, VT, 05055, United States
Phone
802-526-2525
Fax
802-526-2528
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$571.2M
Discretionary AUM
$571.2M
Team
9 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; CONSULTING FEES
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $37.5M |
| High net worth individuals | 155 | $508.4M |
| Charitable organizations | 11 | $25.3M |
States served
VT, CA, CO, MD, MA, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD