HANSON & DOREMUS INVESTMENT MANAGEMENT
Firm details
- Headquarters
- BURLINGTON, Vermont
- CRD number
- 108045
- Registered since
- April 3, 1998
- Website
- www.hansondoremus.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.73%
- Individuals12.68%
- Charitable Organizations4.4%
- Pension & Profit Sharing Plans0.68%
- Corporations / Businesses0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Hanson & Doremus Investment Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1998. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and produces periodic investment publications. Its client base spans individual and family clients as well as institutional relationships. Fee arrangements include asset-based percentages and hourly billing. The firm identifies as an active ESG investor and deploys both public market strategies and alternative exposure. Press mentions include spots on FA Magazine’s Top RIA Firms list and investor.com’s Top RIA Firms to Watch, both from 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities34%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
Owners & executives
1 of 1ERIC EKLOF
Partner, Head of Operations and Chief Compliance OfficerCRD 4279878
Contacts
3 of 9Elisabeth Ford
Portfolio ManagerCRD 7142862
ARTHUR WRIGHT
PartnerCRD 5192031
NEIL MACKER
Associate Director Of ResearchCRD 5022863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 197Active vs passive
$511M in ETFs
99%
$506M
1%
$5.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $177M | 7,041,153 | 34.55% |
Location
BURLINGTON, VT
CHITTENDEN
Location
BURLINGTON, VT
Headquartered in BURLINGTON, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- CHITTENDEN
- Address
- 431 Pine St
- Time zone
- ET (UTC-5)
- Office locations
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