Anne
Doremus
Hanson & Doremus Investment Management
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About this Advisor
Anne Doremus is a chartered financial analyst based out of Burlington, Vermont who has 26 years of industry experience. Doremus is an employee of Hanson & Doremus Investment Management. They have worked at Hanson & Doremus Investment Management for the entirety of their career. Doremus has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Vermont. Hanson & Doremus Investment Management is a firm based out of Burlington, VT. It administers $606 million in assets across its 1,296 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises 28 charitable organizations. Of its 1,296 customer accounts, 30% are held by high-net-worth clients who have at least $1 million in assets. Hanson & Doremus Investment Management performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Fees for financial management are based on which services are offered. However, fee types charged by Hanson & Doremus Investment Management likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hanson & Doremus Investment Management Brokerage Details
$606,366,116
13
1,296
$467,875
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Anne Doremus Work History
Anne has been registered as a financial advisor for 26 years.*
Hanson & Doremus Investment Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anne Doremus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hanson & Doremus Investment Management
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
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