Hanson Investment Management Inc (Burlington)

Name: Hanson Investment Management Inc
Address: 431 Pine Street, Burlington, VT, 05401
Telephone: 802-658-2668

Hanson Investment Management Inc is a large advisory firm based in Burlington. It manages $173.65 million of regulatory assets for 661 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 5 other states.

Hanson Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hanson Investment Management: assets under management

The assets under management (AUM) of Hanson Investment Management Inc is $173.65 million. The firm's AUM has grown by 178% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $147.51 million in discretionary accounts and $26.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $768.54 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hanson Investment Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hanson Investment Management Inc

Eric Haldore Hanson has been acting as President since 1 Jul 1995. Anne Williams Doremus joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Haldore Hanson	President	1 Jul 1995	75% - 100%	1533493
Anne Williams Doremus	Vice president	1 Sep 1996	Other	2266814

Based in Burlington

The principal office where Hanson Investment Management Inc performs its advisory services is located at 431 Pine Street, Burlington, VT 05401 The mailing address of the firm is P.O. Box 819, Burlington, VT 05402 0819. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-658-2668 or by fax 802-658-1027. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hansoninvestment.com.