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
John Wyngaard (CRD# 2651188) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 28 years of experience in the finance industry.
Steven Kronethal (CRD# 2184445) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 32 years of experience in the finance industry.
Steven Price (CRD# 6494690) is an Investment Advisor Representative working at Cl Wealth Management LLC in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
James Rankin (CRD# 1956101) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 6 years of experience in the finance industry.