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Clear Brook Advisors, Inc.

● SEC registered since 2006CRD 132045SEC# 801-66918Boston, MA
Export (members)
Reg. AUM
$867.1M
Employees
7
Accounts
27
Location
Boston, MA

Clear Brook Advisors, Inc. assets under management

Clear Brook Advisors, Inc. is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2006. It reports $867.1 million in regulatory assets under management and employs 7 people.
www.clearbrookadvisors.comView on SEC.gov ↗

Clear Brook Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
C. Kenneth StrachanChief Compliance OfficerUnder 5%2019
Henry Whitney Wagner ControlPresident / Chief Executive OfficeOver 75%2001

Frequently asked questions

How much does Clear Brook Advisors, Inc. manage?

Clear Brook Advisors, Inc. reports $867.1 million in regulatory assets under management on its Form ADV.

How many employees does Clear Brook Advisors, Inc. have?

Clear Brook Advisors, Inc. reports 7 employees.

Where is Clear Brook Advisors, Inc. located?

Clear Brook Advisors, Inc. is based in Boston, MA and has been SEC-registered since 2006.

Does Clear Brook Advisors, Inc. disclose fund performance?

Clear Brook Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address420 Boylston Street, 5th Floor, Boston, MA 02116
Phone617-315-8979
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$25.9M
Non-discretionary$841.2M
Total (RAUM)$867.1M