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George Robert Koo

CLEARMARK PARTNERS, LLC·HICKSVILLE, New York
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25 NEWBRIDGE ROAD, STE 202, HICKSVILLE, NY 11801CRD# 2332316Firm CRD# 286482
01

About

George Robert Koo is a registered financial advisor based in HICKSVILLE, New York, affiliated with CLEARMARK PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLEARMARK PARTNERS, LLC
CLEARMARK PARTNERS, LLC
AUM
$472M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CLEARMARK PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2332316
Firm CRD# 286482
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Robert Koo offer?
George Robert Koo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HICKSVILLE, New York for a consultation.
What are George Robert Koo's credentials?
George Robert Koo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Robert Koo located?
George Robert Koo is based in HICKSVILLE, New York, working with CLEARMARK PARTNERS, LLC. Their office serves clients in the HICKSVILLE metropolitan area and surrounding communities.
How does George Robert Koo charge for services?
George Robert Koo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARMARK PARTNERS, LLC?
CLEARMARK PARTNERS, LLC has approximately 1 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Leo Joseph Benjamin — BENJAMIN SECURITIES, INC.Thomas Scott Reynolds — REYNOLDS CONSULTING SERVICES LLCThomas P Reynolds — REYNOLDS CONSULTING SERVICES LLCJames Peter Greco — HARPER ASSOCIATES, LLCParesh B Shah — MERKKURI WEALTH ADVISORS LLC
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Research
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