Clearbrook Investment Solutions LLC

Clearbrook Investment Solutions LLC (CRD# 155607) is a financial advisory firm headquartered in New York, NY. They manage $156,031,657 in 73 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
21 West 46th Street, Suite 1507, New York, NY 10036
http://www.clearbrookglobal.com
By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $2,137,420
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Clearbrook Investment Solutions LLC
No Advisor Found.

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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