Clearbrook Investment Management, LLC

Clearbrook Investment Management, LLC (CRD# 170057) is a financial advisory firm headquartered in , . They manage $8,465,980 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $78,389
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Clearbrook Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew D. Atkins
CRD#: 5690723
Bellingham, WA
93
Wealthminder
score

Matthew Atkins (CRD# 5690723) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 8 years of experience in the finance industry.

2
Shara A. Pagels
CRD#: 5634876
Bellingham, WA
93
Wealthminder
score

Shara Pagels (CRD# 5634876) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 9 years of experience in the finance industry.

3
Benjamin M. Scellick
CRD#: 4834074
Bellingham, WA
93
Wealthminder
score

Benjamin Scellick (CRD# 4834074) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 13 years of experience in the finance industry.

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