Be advised. This firm is no longer registered.

Clearbrook Advisory Services, LLC

Clearbrook Advisory Services, LLC (CRD# 155012) is a financial advisory firm headquartered in Belmont, NC. They manage $31,086,292 in 220 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 N. Main Street, Suite 108, Belmont, NC 28012
http://www.clearbrookadvisory.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $141,301
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Clearbrook Advisory Services, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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