|
Company Information
|
|
Company
|
Assets under
management
(in millions)
|
Years
In
Business
|
Registration
|
Client
Type
|
Min.
Account
Size
|
|
Total
|
SRI
|
Total
|
SRI
|
Boston Common Asset Management
84 State Street Suite 940
Boston , MA 02109
|
$1,004
|
$1,004
|
7
|
7
|
SEC
State
|
Individuals
And
Institutions
|
$1,000
|
Clean Yield Asset Management
P.O. Box 117 Garvin Hill Road
Greensboro , VT 05841
|
$40
|
$40
|
16
|
16
|
SEC
State
|
Individuals
And
Institutions
|
$250,000
|
Creative Investment Research, Inc.
P.O. 55793
Washington , DC 20040-5793
|
|
|
|
|
|
|
|
EMERALD Financial Strategies
385 Inverness Parkway, Suite 390
Englewood , CO 80112
|
|
|
|
|
|
|
|
FinArc, LLC
140 Kendrick Street C3 East
Needham , MA 02494
|
$60
|
$35
|
17
|
17
|
SEC
State
|
Individuals
And
Institutions
|
$250,000
|
Investeco Capital
70 The Esplanade Suite 400
Toronto , ON M5E 1R2
|
|
|
|
|
|
|
|
Principle Profits Asset Management, Inc.
P.O. Box 2323
Amherst , MA 01004
|
$16
|
$16
|
17
|
17
|
State
|
Individuals
And
Institutions
|
$150,000
|
Progressive Investment Management
721 NW 9th Ave., Suite 250
Portland , OR 97209
|
$165
|
$165
|
18
|
18
|
SEC
|
Individuals
And
Institutions
|
$500,000
|
SKBA Capital Management
44 Montgomery Street Suite 3500
San Francisco , CA 94104
|
$379
|
$4
|
12
|
1
|
SEC
|
Individuals
And
Institutions
|
$250,000
|
Trillium Asset Management Corporation
711 Atlantic Avenue
Boston , MA 02111
|
$900
|
$900
|
27
|
27
|
SEC
|
Individuals
And
Institutions
|
$2,000,000
|
Walden Asset Management
Boston Trust and Investment Management Company One Beacon St
Boston , MA 02108
|
$3,000
|
$1,250
|
25
|
25
|
SEC
|
Individuals
And
Institutions
|
$1,000,000
|
|
|
