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Bjorn Jordan

CL WEALTH MANAGEMENT LLC·SCHAUMBURG, Illinois
Unclaimed Profile
425 N. MARTINGALE RD., SCHAUMBURG, IL 60173CRD# 4366435Firm CRD# 134922
01

About

Bjorn Jordan is a registered financial advisor based in SCHAUMBURG, Illinois, affiliated with CL WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CL WEALTH MANAGEMENT LLC
CL WEALTH MANAGEMENT LLC
AUM
$533M
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at CL WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 4366435
Firm CRD# 134922
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bjorn Jordan offer?
Bjorn Jordan specializes in Financial Planning, Investment Management. Contact their office in SCHAUMBURG, Illinois for a consultation.
What are Bjorn Jordan's credentials?
Bjorn Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bjorn Jordan located?
Bjorn Jordan is based in SCHAUMBURG, Illinois, working with CL WEALTH MANAGEMENT LLC. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.
How does Bjorn Jordan charge for services?
Bjorn Jordan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CL WEALTH MANAGEMENT LLC?
CL WEALTH MANAGEMENT LLC has approximately 44 employees and manages $533M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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