Clearbrook Investment Consulting LLC is a large advisory firm based in New York. It manages $545.36 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts, New York, and Texas.
Clearbrook Investment Consulting provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, 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.
The assets under management (AUM) of Clearbrook Investment Consulting LLC is $545.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2076% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clearbrook Investment Consulting LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Elliott Wakefield Wislar is state or municipal government entities with 1 clients and $207.22 million of assets under management. Among the 12 most similar advisory firms, Clearbrook Investment Consulting has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $207.22 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Clearbrook Investment Consulting doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Elliott Wakefield Wislar has been acting as President since 1 Jun 2008. Timothy Chan Ng joined the executive team most recently as the Managing Director.
The principal office where Clearbrook Investment Consulting LLC performs its advisory services is located at 40 East 52 Nd Street, 15 Th Floor, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-355-0990 or by fax 203-355-0997. The normal business hours are 9:00a - 5:00p on Monday - Friday. You can find more information about the New York firm at clearbrookglobal.com.