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).

Current Firm Details
https://training.clearbrookinvestments.com/asset-masterclass-confirm/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $114,669
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
The map below shows states where this firm has explicit registration only.

TX, WA

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

2
Shara Pagels, financial advisor Bellingham WA
Shara A. Pagels
CRD#: 5634876
Bellingham, WA

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.

3
Benjamin Scellick, financial advisor Bellingham WA
Benjamin M. Scellick
CRD#: 4834074
Bellingham, WA

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.

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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