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CLB FINANCIAL

CHRISTOPHER L. BAKOWSKI

CRD 128323

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$17.4M

Discretionary AUM

$17.4M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2020-12-05

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals14$17.4M

Official SEC filing: View on IAPD