Clearbrook Investment Management, LLC
Clearbrook Investment Management, LLC (CRD# 170057) is a financial advisory firm headquartered in , . They manage $16,856,345 in 147 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management17MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$114,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, WA
Matthew Atkins (CRD# 5690723) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 14 years of experience in the finance industry.
Shara Pagels (CRD# 5634876) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 15 years of experience in the finance industry.
Benjamin Scellick (CRD# 4834074) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 19 years of experience in the finance industry.