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Building 2CNL STRATEGIC ASSET MANAGEMENT, LLC

Map pinORLANDO, FL
Phone407-650-1000
NotebookSEC #801-120227
Total AUM
$4.4M
Employees
5
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 SOUTH ORANGE AVENUE
SUITE 1400
ORLANDO
FL 32801
United States
Operating Hours
9:00AM -5:00 PM
Monday - Friday
Phone
407-650-1000

ReceiptFinancials

Total AUM
$4.4M
Accounts
1
Discretionary
$4.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
NONE AT THIS TIME

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFL

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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