DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > illinois > schaumburg
CL WEALTH MANAGEMENT LLC
Tel: 212-388-6200
425 N. Martingale Rd. Suite 1220
Schaumburg, Illinois 60173
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
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 FEE
Firm CRD#:
134922
SEC#:
801-72701
No. of Clients:
2073
Assets under Management
$628,729,517
No. of Advisors:
42
More Financial Advisory Firms in Schaumburg, Illinois
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 674 |
| INVESCO CAPITAL MANAGEMENT LLC | 125601 | 220 |
| ENVESTNET PMC | 111694 | 415 |
| BALYASNY ASSET MANAGEMENT L.P. | 138111 | 1857 |
| NUVEEN ASSET MANAGEMENT, LLC | 155584 | 397 |
| LGIM AMERICA | 149156 | 286 |
More Firms in Schaumburg, Illinois >>