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- Custodian
- Charles Schwab & Company · Raymond James · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2005
- Office Locations
- 39
Office Locations
About CL Wealth Management LLC
Cabot Lodge Securities (CL Wealth Management) is a Schaumburg, IL-based wealth management firm providing goal-based advice and ongoing planning, including retirement planning. The team builds portfolios using traditional investments (stocks and bonds) alongside boutique-style alternative solutions, including professionally managed REITs, with an emphasis on suitability and transparent fees. Strategic alliances and due diligence expand access to a broad menu of products.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Bjorn Jordan
Chief Compliance Officer
- CRD
- #4366435
- Ownership
- Less than 5%
ROGER FARRELL LEIBOWITZ
Chief Financial Officer, President, Senior Vice President
- CRD
- #2536523
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM RAYMOND BESSETTE
Agent
- CRD
- #2078999
PETER EDWARD BIANCHETTO
--
- CRD
- #2799192
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,003,408 | $299,523 |
| Non-Discretionary | $358,570,651 | $392,739 |
| Total | $733,574,059 | $338,833 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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