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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hanson & Doremus Investment Management
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| CRD # | 108045 |
| SEC # | 801-55412 |
| CIK # | 0001393944 |
| AUM | $849.6 M (2025-06-26) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 802-658-2668 |
| Address | 431 Pine Street Burlington, VT 05401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wisconsin Energy Corp | 0.4 | ||
| Oracle Corp | 0.4 | ||
| Vistra Energy Corp | 0.4 | ||
| Phillips 66 | 0.4 | ||
| Thermo Fisher Scientific Inc | 0.4 | ||
| Southern Co | 0.4 | ||
| State Street Corp | 0.4 | ||
| AT&T Inc | 0.4 | ||
| Mastercard Inc | 0.4 | ||
| Goldman Sachs Group Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 135.0 |
| (b) Individuals (high net worth individuals) | 208 | 664.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 5.3 |
| (h) Charitable organizations | 27 | 39.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,469 | 849.6 |
| By Discretionary | ||
| Discretionary | 1,459 | 822.8 |
| Non-Discretionary | 10 | 26.8 |
| Total | 1,469 | 849.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 849.5 | |
| Total | 1,469 | 849.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001393944] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Marshall Financial Group Inc
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|
PA | 0.9 |
|
Richard P Slaughter Associates Inc
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|
TX | 0.9 |
|
Blankinship & Foster LLC
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CA | 0.9 |
|
Brookmont Capital Management LLC
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|
TX | 0.9 |
|
Brass Tax Wealth Management Inc
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|
OH | 0.9 |
|
Greenrock Research Inc
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|
IL | 0.9 |
|
Paragon Advisors LLC
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|
TX | 0.8 |
|
Breakwater Capital Group
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|
NJ | 0.8 |
|
Legacy Financial Group LLC
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|
IA | 0.8 |
|
Riskbridge Advisors LLC
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|
CT | 0.8 |