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).

By the Numbers
  • Total Assets Under Management
    465
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, MA, RI, TX

Financial Advisors at Clearbrook Investment Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Natasha B. Koprivica
CRD#: 3053766
Providence, RI

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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