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Clearbridge Financial
Clearbridge Investments is an SEC-registered investment adviser in NEW YORK, NY, registered since 2005. The firm manages $184.8 billion in assets, $141.5...
Overview
Clearbridge Investments is an SEC-registered investment adviser in NEW YORK, NY, registered since 2005. The firm manages $184.8 billion in assets, $141.5 billion on a discretionary basis. It has 210 employees and 71 investment advisers.
General information
Firm type
RIA
Year founded
2005
Location
Region
North America
Country
United States
City
New York
Corporate office
51 East Campbell Ave, Suite 124, Campbell, CA 95008
Principals
Larysa Prytula
Owner
Frequently asked questions
Who makes investment decisions at Clearbridge Financial?
The firm's website presents Larysa Prytula as the sole named professional and the owner of the practice. Her role is to develop detailed financial plans and coordinate with a network of professional advisors to serve clients. Day-to-day investment and planning decisions operate through her leadership.
What specific planning challenges does Clearbridge Financial target?
The firm explicitly markets services around life transitions. Its website highlights retirement saving, managing a large business, and resolving challenges such as divorce or the loss of a loved one. It also structures advice around five areas: money decisions, tax management, charitable giving, taking care of heirs, and preserving assets.
Does Clearbridge Financial manage assets on a discretionary basis?
The firm describes its process as developing a 'detailed plan' to address client gaps, which is common for both advisory and discretionary relationships. The affiliation with LPL Financial supports both models, but the specific discretionary authority Clearbridge exercises is not disclosed on its public site.
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