Clearbridge Wealth Management, Inc.
Clearbridge Wealth Management, Inc. (CRD# 169169) is a financial advisory firm headquartered in Atlanta, GA. They manage $275,233,000 in 217 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Clearbridge Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management275MILLION
-
Total Number of Accounts217ACCOUNTS
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Average Account Value$1,268,355
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, NC, PA, SC, TN, TX
Financial Advisors at Clearbridge Wealth Management, Inc.
No Advisor Found.
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