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Julie Anne Won

HANSON & DOREMUS INVESTMENT MANAGEMENT·BURLINGTON, Vermont
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431 PINE STREET, BURLINGTON, VT 05401CRD# 2974746Firm CRD# 108045
01

About

Julie Anne Won is a registered financial advisor based in BURLINGTON, Vermont, affiliated with HANSON & DOREMUS INVESTMENT MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HANSON & DOREMUS INVESTMENT MANAGEMENT
HANSON & DOREMUS INVESTMENT MANAGEMENT
AUM
$737M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at HANSON & DOREMUS INVESTMENT MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2974746
Firm CRD# 108045
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Anne Won offer?
Julie Anne Won specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Vermont for a consultation.
What are Julie Anne Won's credentials?
Julie Anne Won is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Anne Won located?
Julie Anne Won is based in BURLINGTON, Vermont, working with HANSON & DOREMUS INVESTMENT MANAGEMENT. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Julie Anne Won charge for services?
Julie Anne Won's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HANSON & DOREMUS INVESTMENT MANAGEMENT?
HANSON & DOREMUS INVESTMENT MANAGEMENT has approximately 14 employees and manages $737M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
MONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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