Cl Wealth Management LLC is a large advisory firm based in New York. It manages $242.85 million of regulatory assets for 1,618 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 39 other states.
Cl Wealth Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cl Wealth Management LLC is $242.85 million. The firm's AUM has grown by 296% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cl Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Craig Michael Gould is individuals with 1,504 clients and $207.85 million of assets under management. Among the 8 most similar advisory firms, Cl Wealth Management has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $242.85 million for 1,568 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cl Wealth Management doesn't advise any private funds.
The company employs 52 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 52 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Craig Michael Gould has been acting as President since 1 Sep 2013. Pks Holding Llc joined the executive team most recently as the Member.
The principal office where Cl Wealth Management LLC performs its advisory services is located at 200 Vesey Street, New York, NY 10281, which is also the mailing address of the firm. An additional office of the firm is in Madison, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-388-6200 or by fax 212-388-6213. The normal business hours are 9.00-5:00 et on Monday - Friday. You can find more information about the New York firm at clsecurities.com.