Cl Wealth Management LLC
Cl Wealth Management LLC (CRD# 134922) is a financial advisory firm headquartered in Schaumburg, IL. They manage $532,783,016 in 2,003 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management533MILLION
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Elana Feigenblatt (CRD# 4880188) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 17 years of experience in the finance industry.
Ron Feinman (CRD# 2958711) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 22 years of experience in the finance industry.
Russell Green (CRD# 1391627) is an Investment Advisor Representative working at Cl Wealth Management LLC in Syosset, NY and has over 38 years of experience in the finance industry.
Dell Hughes (CRD# 1804123) is an Investment Advisor Representative working at Cl Wealth Management LLC in Broken Arrow, OK and has over 35 years of experience in the finance industry.
Kenneth Hyatt (CRD# 2651738) is an Investment Advisor Representative working at Cl Wealth Management LLC in Greensboro, GA and has over 14 years of experience in the finance industry.
Louis Jimenez (CRD# 2075370) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 24 years of experience in the finance industry.
Craig Johnson (CRD# 1964332) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 34 years of experience in the finance industry.
Bjorn Jordan (CRD# 4366435) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 22 years of experience in the finance industry.
Paul Knier (CRD# 2219997) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 31 years of experience in the finance industry.
David Lakis (CRD# 2847909) is an Investment Advisor Representative working at Cl Wealth Management LLC in Fort Pierce, FL and has over 26 years of experience in the finance industry.