CL WEALTH MANAGEMENT LLC - Financial Advisor in Illinois, Schaumburg

Tel: 212-388-6200 425 N. Martingale Rd. Suite 1220 Schaumburg, Illinois 60173

About CL WEALTH MANAGEMENT LLC

CL WEALTH MANAGEMENT LLC is a Schaumburg, Illinois based financial advisory firm with nearly $628,729,517 in assets under management and provides investment advisory services for 2073 clients. There are currently 42 financial advisors at the firm.

General Information

Firm CRD#:

134922

Firm SEC#:

801-72701

Assets Under Management:

$628,729,517

No. of Clients:

2073

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES)

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