About CLEO CAPITAL MANAGEMENT COMPANY, LLC
CLEO CAPITAL MANAGEMENT COMPANY, LLC is a financial management firm that provides expert guidance and assistance to its clients in managing their assets and investments. Founded in 2005, CLEO CAPITAL MANAGEMENT COMPANY, LLC has established itself as a reputable and trusted partner for individuals and businesses seeking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
CLEO CAPITAL MANAGEMENT COMPANY, LLC takes a personalized approach to financial management, tailoring its services to each client’s unique needs and objectives. The firm prides itself on its ability to provide expert advice and strategic planning to help clients achieve financial success.
Facts and Insights
CLEO CAPITAL MANAGEMENT COMPANY, LLC has over $500 million in assets under management and employs a team of 8 highly experienced and skilled financial advisors. With an average of 15 years of industry experience, the advisors at CLEO CAPITAL MANAGEMENT COMPANY, LLC are well-equipped to assist clients in navigating the complex world of finance.
The firm’s client base is diverse, consisting of high net worth individuals, families, and small businesses. CLEO CAPITAL MANAGEMENT COMPANY, LLC is committed to providing top-notch services to all its clients, regardless of their financial status.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | Founded in 2005 |
Financial Services Offered
CLEO CAPITAL MANAGEMENT COMPANY, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Wealth preservation
Client Types
CLEO CAPITAL MANAGEMENT COMPANY, LLC caters to a wide range of clients, including:
- High net worth individuals
- Families
- Small businesses
Fees & Compensation
CLEO CAPITAL MANAGEMENT COMPANY, LLC charges a management fee based on a percentage of assets under management. The firm believes in a transparent fee structure and always strives to keep its clients’ best interests in mind.
Background
CLEO CAPITAL MANAGEMENT COMPANY, LLC was founded in 2005 by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. The firm’s name, CLEO, stands for “Create, Lead, Empower, and Optimize” to reflect its mission to empower clients to take control of their financial future.
Financial Advisor Disclosures to Know
CLEO CAPITAL MANAGEMENT COMPANY, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in its clients’ best interests and is obligated to disclose any potential conflicts of interest.