Clean Yield Asset Management

Overview

Clean Yield Asset Management is an SEC registered investment adviser based in Norwich, VT, registered since 1986. It reports $571M in assets under management across 667 accounts, with 9 employees. It has 6 investment adviser representatives.

Reported AUM

$571M

Discretionary

100%

Accounts

667

Average account

$856K

Employees

9

Advisory reps

6

Registered since

1986

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Elizabeth Doyle Glenshaw President, Treasurer CRD 2661380
• Dorigen Ryan Hofmann Vice President, Chief Compliance Officer CRD 5258903
• Eric Michael Becker Secretary CRD 2641732

Advisory reps 3 of 6

• Eric Michael Becker Investment Adviser Rep CRD 2641732
• Elizabeth Doyle Glenshaw Investment Adviser Rep CRD 2661380
• Dorigen Ryan Hofmann Investment Adviser Rep CRD 5258903

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

16 Beaver Meadow Rd
Norwich, VT 05055

County

Windsor

Metro area

Lebanon, NH-VT

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: cleanyield.com

Every state, with registration dates

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