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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Clean Yield Group Inc
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| CRD # | 104826 |
| SEC # | 801-28225 |
| CIK # | 0001525865 |
| AUM | $538.8 M (2025-02-26) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 802-526-2525 |
| Address | 16 Beaver Meadow Rd Norwich, VT 05055 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.1 | ||
| Nvidia Corp | 14.5 | ||
| Broadcom Inc | 12.1 | ||
| Sprouts Farmers Market Inc | 12.0 | ||
| American Water Works Company Inc | 8.8 | ||
| Unilever PLC | 8.4 | ||
| Cisco Systems Inc | 8.2 | ||
| ASML Holding NV | 7.0 | ||
| Microsoft Corp | 6.5 | ||
| GlaxoSmithKline PLC | 6.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 48.3 |
| (b) Individuals (high net worth individuals) | 136 | 463.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 27.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 645 | 538.8 |
| By Discretionary | ||
| Discretionary | 645 | 538.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 645 | 538.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 538.8 | |
| Total | 645 | 538.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001525865] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Milestone Asset Management LLC
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|
PA | 0.5 |
|
Grey Fox Wealth Advisors LLC
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|
DE | 0.5 |
|
Outlook Wealth Advisors LLC
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TX | 0.5 |
|
5C Capital Management LLC
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NJ | 0.5 |
|
Precedent Wealth Partners LLC
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TX | 0.5 |
|
BCU Wealth Advisors LLC
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|
IL | 0.5 |
|
Northwest Quadrant LLC
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|
OR | 0.5 |
|
Iron Horse Wealth Management LLC
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|
IA | 0.5 |
|
Nicollet Investment Management Inc
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|
MN | 0.5 |
|
Hudson Value Partners LLC
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|
FL | 0.5 |