Cl Wealth Management LLC
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About this Advisor
Louis Jimenez is a certified financial planner and chartered financial consultant whose office is in New York, New York. Currently a registered investment advisor at Cl Wealth Management LLC, they have gathered 13 years of professional experience as a registered advisor. Jimenez maintains Series 63 and Series 66 licenses, which certify the advisor as a securities agent. Jimenez can work with investors in Colorado and Texas. During their career, the advisor has held roles at Wilbanks Securities, Louis M Jimenez & Albina M. Jimenez, Jtwros, Wilbanks Securities Advisory, Cabot Lodge Securities LLC and Cl Wealth Management LLC. Cl Wealth Management LLC is headquartered in New York, New York, and has 46 other offices throughout the United States. As a registered advisory firm, Cl Wealth Management LLC oversees $222 million in assets dispersed across 1,403 accounts and retains more than 51 people. The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the United States. The firm manages 1,269 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Cl Wealth Management LLC provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cl Wealth Management LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Louis Jimenez Work History
Louis has 13 years of experience.
Louis M Jimenez & Albina M. Jimenez, Jtwros
Cabot Lodge Securities LLC
Cl Wealth Management LLC
Wilbanks Securities Advisory
Louis Jimenez has no disclosures.
Please visit their SEC profile for more details.