CRD: 108045
Hanson & Doremus Investment Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-1995
- Office Locations
- 1
Office Locations
About Hanson & Doremus Investment Management
Hanson+Doremus Investment Management is a fee-only, fiduciary RIA providing personalized investment advice, portfolio management, and financial planning for individuals and organizations. Since 1995, the team has conducted independent in-house research and applies a disciplined, common-sense approach, often using ETFs and public funds alongside municipal and corporate fixed income. The firm publishes regular market insights and commentary.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC SVEN EKLOF JR.
Chief Compliance Officer, Managing Partner, PARTNER, President
- CRD
- #4279878
- Ownership
- 25% but less than 50%
ARTHUR PIPIT WRIGHT
Partner, VICE PRESIDENT
- CRD
- #5192031
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Mark Richard Andrews
Associate
- CRD
- #7708624
Sarah Vinci Cocina
Associate
- CRD
- #7718659
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,060,897,838 | $681,373 |
| Non-Discretionary | $0 | -- |
| Total | $1,060,897,838 | $681,373 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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