CRD: 170057
Clearbrook Investment Management, LLC
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- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-15-2014
- Office Locations
- 1
Office Locations
About Clearbrook Investment Management, LLC
Clearbrook Investment Management is a Bellingham, WA RIA providing retirement-focused financial planning and investment management with an income-driven approach. It offers a “Job-Free Readiness Review” and ongoing plan implementation/monitoring, emphasizing reliable cash-flow sources such as Social Security, dividends, rentals, and annuities for individuals, families, and business owners. Portfolios are predominantly ETF-based; custodians include Altruist and Pershing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BENJAMIN MICAH SCELLICK
Chief Executive Officer, Vice President
- CRD
- #4834074
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW D ATKINS
Financial Advisor
- CRD
- #5690723
SHARA ALEA PAGELS
Financial Advisor
- CRD
- #5634876
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,172,675 | -- |
| Non-Discretionary | $628,337 | -- |
| Total | $23,801,012 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,801,012
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,208,108,640 | 35.4% |
| Public Funds | $1,559,620,475 | 45.7% |
| Cash | $645,007,155 | 18.9% |
| Total | $3,412,736,270 | 100.0% |