Clearbridge Investments (CRD# 110619) is a financial advisory firm headquartered in Baltimore, MD. They manage $5,216,818,148 in 16 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management5,217MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$326,051,134
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
DC, LA, MD, MI, NY, OH, TX
Kathleen Anderson (CRD# 2811096) is an Investment Advisor Representative working at Clearbridge Investments in Baltimore, MD and has over 19 years of experience in the finance industry. Kathleen Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Albert Burker (CRD# 2640143) is an Investment Advisor Representative working at Clearbridge Investments in Baltimore, MD and has over 17 years of experience in the finance industry.