Clearbridge Investments, LLC

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Total assets under management

$184,809,812,930

Total clients

122,946

0% high-net worth

Total advisors

of 210 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

2,794

Average account size

$1,503,179

Client services

Portfolio management

Main office location

Clearbridge Investments, LLC

One Madison Avenue, 18 Th Floor

New York NY 10010, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website 212-805-2000

Advisors at this firm

Kimberly R

Series 63, Series 65

New York, NY

Clearbridge Investments, LLC

Benjamin W

Series 66

New York, NY

Clearbridge Investments, LLC

Paolo M

Series 63, Series 65

New York, NY

Clearbridge Investments, LLC

Joseph C

Series 63, Series 65

New York, NY

Clearbridge Investments, LLC

Timothy C

Series 63, Series 66

New York, NY

Clearbridge Investments, LLC

Salvatore C

Series 66

New York, NY

Clearbridge Investments, LLC

Sandra P

Series 63, Series 65

Lake Wylie, SC

Clearbridge Investments, LLC

Michael K

Series 66

New York, NY

Clearbridge Investments, LLC

Kathleen A

CFP®, Series 66

New York, NY

Clearbridge Investments, LLC

Heather L

Series 66

New York, NY

Clearbridge Investments, LLC

Michael D

Series 66

New York, NY

Clearbridge Investments, LLC

Daniel P

Series 63, Series 66

New York, NY

Clearbridge Investments, LLC

Bayley D

Series 63, Series 65

New York, NY

Clearbridge Investments, LLC

James L

Series 63, Series 65

New York, NY

Clearbridge Investments, LLC

Pegeen F

Series 63, Series 65

New York, NY

Clearbridge Investments, LLC

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