|
⚲
|
| Hanson & Doremus Investment Management
✚
| |
|---|---|
| CRD # | 108045 |
| SEC # | 801-55412 |
| CIK # | 0001393944 |
| AUM | $736.7 MM (2024-03-12) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 802-658-2668 |
| Address | 431 Pine Street Burlington, VT 05401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| TSM | 437,370.3 | 0.0 | |
| SCHW | 121,688.8 | 0.0 | |
| COST | 207,576.9 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| MRK | 232,371.9 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| GLW | 27,449.9 | 0.0 | |
| V | 419,260.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 122.0 |
| (b) Individuals (high net worth individuals) | 151 | 449.9 |
| (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 | 2.7 |
| (h) Charitable organizations | 28 | 26.7 |
| (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 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,296 | 606.4 |
| By Discretionary | ||
| Discretionary | 1,275 | 574.6 |
| Non-Discretionary | 21 | 31.8 |
| Total | 1,296 | 606.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 606.4 | |
| Total | 1,296 | 606.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001393944] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiduciary Experts LLC
✚
|
CA | 0.7 |
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 0.7 |
|
KFG Wealth Management LLC
✚
|
IN | 0.7 |
|
Fountainhead AM LLC
✚
|
NJ | 0.7 |
|
Veery Capital LLC
✚
|
DE | 0.7 |
|
Shorepoint Capital Partners LLC
✚
|
MA | 0.7 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.7 |
|
Oak Harvest Investment Services LLC
✚
|
TX | 0.7 |
|
Tufton Capital Management LLC
✚
|
MD | 0.7 |
|
Legacy Financial Group LLC
✚
|
IA | 0.7 |