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Roger Farrell Leibowitz

CL WEALTH MANAGEMENT LLC·SCHAUMBURG, Illinois
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425 N. MARTINGALE RD., SCHAUMBURG, IL 60173CRD# 2536523Firm CRD# 134922
01

About

Roger Farrell Leibowitz 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# 2536523
Firm CRD# 134922
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Farrell Leibowitz offer?
Roger Farrell Leibowitz specializes in Financial Planning, Investment Management. Contact their office in SCHAUMBURG, Illinois for a consultation.
What are Roger Farrell Leibowitz's credentials?
Roger Farrell Leibowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Farrell Leibowitz located?
Roger Farrell Leibowitz 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 Roger Farrell Leibowitz charge for services?
Roger Farrell Leibowitz'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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