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Building 2CLEAR BROOK ADVISORS, INC.

Map pinBOSTON, MA
Phone617-315-8979
NotebookSEC #801-66918
Total AUM
$817.8M
Employees
6
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 BOYLSTON STREET
5TH FLOOR
BOSTON
MA 02116
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-315-8979

ReceiptFinancials

Total AUM
$817.8M
Accounts
27
Discretionary
$30.7M
Accounts
4
Non-Discretionary
$787.1M
Accounts
23

ContactClients

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HNW Individual Clients
20
AUM
$520M
Pooled Vehicle Clients
2
AUM
$63.7M
Investment Advisor Clients
4
AUM
$153.4M
Corporation or Business Clients
1
AUM
$80.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT ADVICE
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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