CLEAR BROOK ADVISORS, INC. - Financial Advisor in Massachusetts, Boston

Tel: 617-315-8979 420 Boylston Street 5th Floor Boston, Massachusetts 02116

About CLEAR BROOK ADVISORS, INC.

CLEAR BROOK ADVISORS, INC. is a Boston, Massachusetts based financial advisory firm with nearly $941,100,000 in assets under management and provides investment advisory services for 31 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

132045

Firm SEC#:

801-66918

Assets Under Management:

$941,100,000

No. of Clients:

No. of Advisors:

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)

Fee Structure:

Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

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