Clean Yield Asset Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 104826
- SEC number
- 801-28225
- Firm type
- RIA
- Assets under management
- $571.2M as of Mar 3, 2026
- Website
- www.cleanyield.com ↗
- Phone
- 802-526-2525
- Address
- 16 Beaver Meadow Rd., Norwich, VT, 05055
Advisors at this firm
6 in our index · page 1 of 1
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Eric Michael BeckerCRD 2641732 · Norwich, VTIA Registered
-
Elizabeth Doyle GlenshawCRD 2661380 · Norwich, VTIA Registered
-
Dorigen Ryan HofmannCRD 5258903 · Bethesda, MDIA Registered
-
Kofi Tweneboa KoduaCRD 4813090 · Somerset, NJIA Registered
-
Elizabeth Robertson Levy BouldinCRD 5260761 · Lincoln, MAIA Registered
-
Jenny Ngo LyCRD 8164413 · Denver, COIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 104826 ↗
FINRA BrokerCheck record for firm CRD 104826 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.