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Building 2CLA FINANCIAL ADVISORS, LLC

Map pinNORTHBROOK, IL
Phone847-504-8400
NotebookSEC #801-77662
Total AUM
$154.9M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1432 TECHNY ROAD
NORTHBROOK
IL 60062
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
847-504-8400

ReceiptFinancials

Total AUM
$154.9M
Accounts
1,435
Discretionary
$153.4M
Accounts
1,430
Non-Discretionary
$1.5M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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