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Building 2CL WEALTH MANAGEMENT LLC

Map pinSCHAUMBURG, IL
Phone212-388-6200
NotebookSEC #801-72701
Total AUM
$733.6M
Employees
42
Clients
2,168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 N. MARTINGALE RD.
SUITE 1220
SCHAUMBURG
IL 60173
United States
Operating Hours
9.00-5:00 ET
Monday - Friday
Phone
212-388-6200
Other Offices
41

ReceiptFinancials

Total AUM
$733.6M
Accounts
2,165
Discretionary
$375M
Accounts
1,252
Non-Discretionary
$358.6M
Accounts
913

ContactClients

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Individual Clients
1,528
AUM
$493.5M
HNW Individual Clients
637
AUM
$238M
Pension/Profit Sharing Plan Clients
2
AUM
$2M
Corporation or Business Clients
1
AUM
$99.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/Suspension
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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