Clear Brook Advisors, Inc.
Clear Brook Advisors, Inc. (CRD# 132045) is a financial advisory firm headquartered in Boston, MA. They manage $1,247,550,000 in 18 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1,248MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$69,308,333
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)