Overview
Assets Under Management: $629 million
Headquarters: SCHAUMBURG, IL
High-Net-Worth Clients: 286
Average Client Assets: $661,917
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 286
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.11
Average High-Net-Worth Client Assets: $661,917
Total Client Accounts: 2,073
Discretionary Accounts: 802
Non-Discretionary Accounts: 1,271
Regulatory Filings
CRD Number: 134922
Last Filing Date: 2025-02-25 00:00:00
Website: https://clsecurities.com