CNL STRATEGIC ASSET MANAGEMENT, LLC
CRD #312215 SEC #801-120227 ORLANDO, FL 407-650-1000
SEC Registered
Total AUM
$4.4M
Discretionary
$4.4M
Employees
5
Clients
1
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $4.4M | $4.4M | $0 | 5 | 0 |
| Mar 2023 | $9M | $9M | $0 | 7 | 0 |
| Mar 2022 | $14.3M | $14.3M | $0 | 8 | 0 |
| Mar 2021 | $10M | $10M | $0 | 8 | 0 |
| Dec 2020 | $0 | $0 | $0 | 6 | 0 |
DateMar 2024
Total AUM$4.4M
Discretionary$4.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0