Clear Brook Advisors, Inc. (Boston)
Clear Brook Advisors, Inc. Is a Mid-Sized Advisory Firm Based in Boston. It Manages $34.5 Million of Regulatory Assets for 4 Client Accounts. It Has Been...
Clear Brook Advisors, Inc. is a mid-sized advisory firm based in Boston. It manages $34.5 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Massachusetts.
Clear Brook Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Clear Brook Advisors: assets under management
The assets under management (AUM) of Clear Brook Advisors, Inc. is $34.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $34.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.63 million each.
Clear Brook Advisors has custody of $27 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.
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Investments
The firm invests in non-exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is exchange traded securities, which make up 10% of the firm’s portfolio.
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