Louis
Jimenez

Cl Wealth Management LLC

CRD#2075370
Investment Advisor
in New York, NY
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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

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

200 Vesey Street 24Th Floor
New York, NY 10281

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Cl Wealth Management LLC Brokerage Details

Total Assets Under Management

$242,852,759

NY Average: $7,464,549,021
Total Number of Employees

52

NY Average: 88
Total Number of Accounts

1,618

NY Average: 3,892
Average Account Size

$150,094

NY Average: $1,917,921

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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.

2017 - Present (2 years)

Louis M Jimenez & Albina M. Jimenez, Jtwros

2017 - Present (2 years)

Cabot Lodge Securities LLC

2017 - Present (2 years)

Cl Wealth Management LLC

2005 - 2017 (12 years)

Wilbanks Securities

2005 - 2017 (12 years)

Wilbanks Securities Advisory

Disclosures

Louis Jimenez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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