450 S. Orange Ave.
Suite 1400
Orlando, Florida 32801
Tel: 407-650-1000
CNL STRATEGIC CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CNL STRATEGIC CAPITAL MANAGEMENT, LLC. The firm was established in 03/02/2017. They have over 1 offices throughout the country.
CNL STRATEGIC CAPITAL MANAGEMENT, LLC is a Orlando, Florida based Financial Planning firm with nearly $732,543,104 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 286342 |
SEC# | 801-110050 |
Assets Managed by Firm | $732,543,104 |
No. of Clients | 1 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $732,543,104 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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