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Home > Retirement Planners > massachusetts > boston > CLEAR BROOK ADVISORS, INC.
CLEAR BROOK ADVISORS, INC.
420 Boylston Street
5th Floor
Boston, Massachusetts 02116
Tel: 617-315-8979
About CLEAR BROOK ADVISORS, INC.
CLEAR BROOK ADVISORS, INC, formally registered with the SEC as CLEAR BROOK ADVISORS, INC. The firm was established in 06/20/2006. They have over 1 offices throughout the country.
CLEAR BROOK ADVISORS, INC. is a Boston, Massachusetts based Financial Planning firm with nearly $941,100,000 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132045 |
| SEC# | 801-66918 |
| Assets Managed by Firm | $941,100,000 |
| No. of Clients | 31 |
| No. of Advisors | 7 |
Fee Structure
- Fixed fees
- Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (INVESTMENT ADVICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 31 | $941,100,000 |
| High net worth individuals | 18 | $554,200,000 |
| Other investment advisers | 6 | $179,500,000 |
| Corporations or other businesses | 1 | $83,300,000 |
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