Overview
Assets Under Management: $370 million
Headquarters: NEW YORK, NY
Frequently Asked Questions
CLEARBROOK INVESTMENT CONSULTING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108253), CLEARBROOK INVESTMENT CONSULTING LLC is subject to fiduciary duty under federal law.
CLEARBROOK INVESTMENT CONSULTING LLC is headquartered in NEW YORK, NY.
According to their SEC Form ADV, CLEARBROOK INVESTMENT CONSULTING LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CLEARBROOK INVESTMENT CONSULTING LLC manages $370 million in client assets according to their SEC filing dated November 25, 2024.
According to their SEC Form ADV, CLEARBROOK INVESTMENT CONSULTING LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Total Client Accounts: 57
Discretionary Accounts: 57
Regulatory Filings
CRD Number: 108253
Filing ID: 1915723
Last Filing Date: 2024-11-25 11:05:00