|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Clear Brook Advisors Inc
✚
|
|
|---|---|
| CRD # | 132045 |
| SEC # | 801-66918 |
| CIK # | |
| AUM | $867.1 M (2025-03-21) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 617-315-8979 |
| Address | 420 Boylston Street Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 505.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 106.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 168.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 86.3 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 867.1 |
| By Discretionary | ||
| Discretionary | 4 | 25.9 |
| Non-Discretionary | 23 | 841.2 |
| Total | 27 | 867.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 222.8 | |
| United States Persons | 644.3 | |
| Total | 27 | 867.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sprinkle Financial Consultants LLC
✚
|
CO | 0.9 |
|
Lighthouse Financial Advisors Inc
✚
|
NJ | 0.9 |
|
Rudney Associates Inc
✚
|
CA | 0.9 |
|
Lathrop Investment Management Corp
✚
|
AR | 0.9 |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.9 |
|
Oakhurst Capital Advisors LLC
✚
|
DC | 0.9 |
|
Riverview Research LLC
✚
|
OH | 0.9 |
|
Northwest Wealth Management LLC
✚
|
IA | 0.9 |
|
Goodman Financial Corporation
✚
|
TX | 0.9 |
|
Schnieders Capital Management LLC
✚
|
CA | 0.9 |