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Clearbridge Investments, LLC

Headquartered in NEW YORK, NY

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Firm Information

Clearbridge Investments, LLC is an investment advisor headquartered in New York, NY. The firm manages approximately $180.8 billion in assets for a variety of clients, including individuals, corporations, investment companies, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.

Clearbridge Investments, LLC

620 8TH AVENUE

NEW YORK, NY 10018

$180.79B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (7)

CLEARBRIDGE INVESTMENTS, LLC has a total of 7 branch locations across the country.
location

Nashville, TN

location

NEW YORK, NY

location

Atlanta, GA

location

Seminole, FL

location

East Northport, NY

location

DELRAY BEACH, FL

location

Cranford, NJ

Advisors at Clearbridge Investments, LLC

View All 42 Advisors
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Kevin Patrick McHale

CFC®, RA

NEW YORK, NY

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Daniel Kenton Penrose

RA

NEW YORK, NY

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Kathleen Murray Anderson

CFP®, RA

NEW YORK, NY

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Sean Michael Bogda

RA

NEW YORK, NY

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Kimberly Y Roy

RA

NEW YORK, NY

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Diane Wiedinger Keady

RA

NEW YORK, NY

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Vincent Franklin Laverty

RA

NEW YORK, NY

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Julia Davis

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Clearbridge Investments, LLC.

Frequently Asked Questions (7)

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