425 N. Martingale Rd.
Suite 1220
Schaumburg, Illinois 60173
Tel: 212-388-6200
CL WEALTH MANAGEMENT LLC, formally registered with the SEC as CL WEALTH MANAGEMENT LLC. The firm was established in 10/04/2011. They have over 42 offices throughout the country.
CL WEALTH MANAGEMENT LLC is a Schaumburg, Illinois based Financial Planning firm with nearly $628,729,517 assets under management, offering retirement planning & investment advisory services to 2073 clients. The firm is staffed with 42 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 134922 |
SEC# | 801-72701 |
Assets Managed by Firm | $628,729,517 |
No. of Clients | 2073 |
No. of Advisors | 42 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2073 | $628,729,517 |
Individuals (other than high net worth individuals) | 1787 | $439,421,210 |
High net worth individuals | 286 | $189,308,307 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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