CLEAR BROOK ADVISORS, INC.

CRD 132045 · SEC 801-66918

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420 BOYLSTON STREET, 5TH FLOOR, BOSTON, MA, 02116, United States

Phone

617-315-8979

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$817.8M

Discretionary AUM

$30.7M

Team

6 total employees; 4 advisory reps; 27 broker-dealer reps

Clients

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Fees

Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersINVESTMENT ADVICE

Client types

Type	Clients	AUM
High net worth individuals	20	$520.0M
Pooled investment vehicles	2	$63.7M
Other investment advisers	4	$153.4M
Corporations/business entities	1	$80.7M

States served

All web addresses on file

HTTP://WWW.CLEARBROOKADVISORS.COM
https://www.linkedin.com/company/clear-brook-advisors-inc/

Official SEC filing: View on IAPD