Hanson & Doremus Investment Management

RIASEC RegisteredEst. 1998

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$681K

Accounts

1,557

Employees

Advisory reps

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, privately owned registered investment adviser that has been SEC-registered since 1998. Organized as a corporation and owned by an individual, the firm serves both individual/family clients and institutional accounts. Its advisory work combines financial planning with discretionary portfolio management for individuals, small businesses, and institutions, and it also publishes periodicals or newsletters for clients or the public. The firm charges based on a percentage of assets under management and may bill hourly for certain services. Hanson & Doremus identifies as an active ESG investor and does not operate as a capital allocator. The firm received recognition in 2020, appearing on FA Magazine’s Top RIA Firms list and Investor.com’s Top RIA Firms to Watch.