Assets Under Management
$628.7M
Number of Clients
2,073
Number of Advisors
44
Average Client AUM
$303K
AUM per Advisor
$14.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
CL Wealth Management provides portfolio advisory services (discretionary and non-discretionary) and financial planning to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. They may recommend third-party managers and offer access to Envestnet. Financial planning includes education funding, asset allocation, retirement planning, and insurance planning.
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173