Clearbrook Investment Consulting LLC
Clearbrook Investment Consulting LLC (CRD# 108253) is a financial advisory firm headquartered in New York, NY. They manage $464,896,088 in 57 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Clearbrook Investment Consulting LLC
By the Numbers
-
Total Assets Under Management465MILLION
-
Total Number of Accounts57ACCOUNTS
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Average Account Value$8,156,072
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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.
CT, MA, RI, TX
Financial Advisors at Clearbrook Investment Consulting LLC
1
Natasha Koprivica (CRD# 3053766) is an Investment Advisor Representative working at Clearbrook Investment Consulting LLC in Providence, RI and has over 10 years of experience in the finance industry.
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