Eric
Eklof

Hanson & Doremus Investment Management

CRD#4279878
Investment Advisor
in Burlington, VT

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About this Advisor

Eric Eklof is a certified financial planner working in Burlington, Vermont with 4 years of industry experience. Eklof is on the advisory team at Hanson & Doremus Investment Management. Throughout their career, they have worked at Hanson & Doremus Investment Management. Eklof is approved to serve investors in Texas and Vermont. Hanson & Doremus Investment Management is a registered investment business operating out of Burlington, VT. It oversees $606 million in assets under management across its 1,296 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises 28 charities and foundations. Of its 1,296 accounts, 30% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Fees charged by financial advisors vary depending on which services are provided. Fee types charged by Hanson & Doremus Investment Management likely include asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

431 Pine Street Suite 302
Burlington, VT 05401

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Hanson & Doremus Investment Management Brokerage Details

Total Assets Under Management

$606,366,116

VT Average: $4,257,716,217
Total Number of Employees

13

VT Average: 30
Total Number of Accounts

1,296

VT Average: 868
Average Account Size

$467,875

VT Average: $4,905,203

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

Eric Eklof Work History

Eric has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Hanson & Doremus Investment Management

2007 - 2017 (10 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 Eric Eklof 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

Alexander Watson
Burlington, VT
Mark Andrews
Burlington, VT
Elisabeth Ford
Burlington, VT
Jordan Lafayette
Burlington, VT
Julie Won
Burlington, VT
Arthur Wright
Burlington, VT
Eric Eklof
Burlington, VT
Anne Doremus
Burlington, VT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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