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 $1,013,147,000 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 | $1,013,147,000 |
No. of Clients | 1 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $1,013,147,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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