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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-13-1986
- Office Locations
- 5
Office Locations
About Clean Yield Asset Management
Clean Yield Asset Management is a Norwich, VT–based advisor and asset manager helping individuals and families pursue long-term goals through values-aligned, sustainable portfolio management. The team combines rigorous investment discipline with a collaborative, personalized process to reflect clients’ priorities while aiming for a more just and sustainable economy. The firm also publishes regular market outlooks and client education content.
Reported data analysis
What the numbers show
Between February 26, 2025 and March 3, 2026, reported AUM increased 6.0%, from $538.8M to $571.2M.
Across 5 reported observations, AUM increased 10.3% between February 25, 2022 and March 3, 2026, from $517.8M to $571.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 257 clients, or 32.1 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 5 reported office locations and 39 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Clean Yield Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC MICHAEL BECKER
Partner, Secretary
- CRD
- #2641732
- Ownership
- 25% but less than 50%
ELIZABETH DOYLE GLENSHAW
Partner, President, TREASURER
- CRD
- #2661380
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
KOFI TWENEBOA KODUA
Managing Director and Portfolio Manager
- CRD
- #4813090
ELIZABETH ROBERTSON LEVY BOULDIN
Managing Director and Portfolio Manager
- CRD
- #5260761
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $571,222,836 | $856,406 |
| Non-Discretionary | $0 | -- |
| Total | $571,222,836 | $856,406 |
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Separately Managed Accounts
SMA allocation detail is available
Clean Yield Asset Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.