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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
$1,586 $1,586 8 8 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

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