Hanson & Doremus Investment Management

RIASEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$681K
Accounts
1,557
Employees
14
Advisory reps
10

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

FINTRX

Overview

Hanson & Doremus Investment Management is an independent registered investment adviser that has been SEC-registered since 1998. The firm is owned by individuals and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the publication of periodicals or newsletters. Fee arrangements combine a percentage-of-assets model with hourly charges. The firm identifies as an active ESG investor and uses external managers for certain alternative exposures rather than acting as a direct capital allocator. Hanson & Doremus received recognition in 2020, appearing on FA Magazine’s list of Top RIA Firms and on investor.com’s list of Top RIA Firms to Watch.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 34%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Other 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities34%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%
  • State & Local Bonds4%

Owners & executives

1 of 1
  • Eric Eklof

    Eric Eklof

    Partner, Head of Operations and Chief Compliance OfficerCRD 4279878

Contacts

3 of 9
  • Arthur Wright

    Arthur Wright

    PartnerCRD 5192031

  • Elisabeth Ford

    Elisabeth Ford

    Portfolio ManagerCRD 7142862

  • Alexander Watson

    Alexander Watson

    PartnerCRD 6796716

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 180

Active vs passive

$591M in ETFs

Passive

99%

$587M

Active

1%

$4.7M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)SchwabPassiveLarge Blend$209M7,130,20335.33%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth