Wealth Manager
    SEC Registered

    Clean Yield Asset Management

    Registered investment advisor · Norwich, Vermont · CRD #104826

    Assets Under Management
    $571M
    Client Accounts
    667
    Employees
    9
    CRD Number
    104826
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Clean Yield Asset Management

    Established in 1984, Clean Yield Asset Management is an SEC-registered investment advisory firm focused on sustainable investing, offering services like retirement planning and asset management. The firm operates in financial services and has a small team of 2-10 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Clean Yield Asset Management

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    Frequently Asked Questions

    What is Clean Yield Asset Management's AUM?

    Clean Yield Asset Management reports approximately $571M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clean Yield Asset Management headquartered?

    Clean Yield Asset Management is headquartered in Norwich, Vermont.

    What is Clean Yield Asset Management's CRD number?

    Clean Yield Asset Management's CRD number is 104826. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Clean Yield Asset Management manage?

    Clean Yield Asset Management manages approximately 667 client accounts according to its latest SEC filing.

    Is Clean Yield Asset Management SEC registered?

    Yes, Clean Yield Asset Management is registered with the SEC as an investment adviser with an approved registration status.

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