CLU Wealth Advisors

Finance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

310 W 86th St Apt Phn, New York City, Ne...

Phone Number

(917) 969-8287

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About CLU Wealth Advisors

CLU Wealth Advisors LLC is a full-service wealth management firm that specializes in personal and corporate financial planning, including wealth accumulation and estate planning. The firm primarily serves clients in the entertainment, fashion, and music industries, as well as high net-worth individuals and businesses. With a focus on individualized financial strategies, CLU Wealth Advisors aims to provide comprehensive solutions tailored to each client's investment and insurance objectives. Founded by Paul Stawinski, the firm emphasizes stellar service and communication regarding all aspects of clients' financial lives.Explore more
CLU Wealth Advisors's Social MediaPopular SearchesClu Wealth Advisors LLCCLU Wealth AdvisorsClu Wealth Advisors NewClu Wealth Management LLCThe Clu LLCSIC Code 62,628NAICS Code 52,523Show more

CLU Wealth Advisors Org Chart

PhoneEmail
PS
United States flag for contact location.

Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is CLU Wealth Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to CLU Wealth Advisors

Compare insights from companies similar to CLU Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CLU Wealth Advisors

<$5M
1-10
Private
-
2016
PS
Paul StawinskiFinancial Advisor
$6.2M
11-50
Private
<$5M
1992
Stephen McNear, Chief Operating Officer at Academy Financial
Stephen McNearChief Operating Officer
<$5M
11-50
Private
-
2005
JJ
Jeremy JoaquinFinancial Advisor
<$5M
11-50
Private
-
2005
RL
Ralph LinarelliGroup President, Family Wealth Management, Llc
<$5M
1-10
Private
-
2011
NL
Nicholas LeskiFinancial Planner
<$5M
1-10
Private
-
-
CQ
Christine QuinnPractice Manager
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CLU Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CLU Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CLU Wealth Advisors.

CLU Wealth Advisors Tech Stack

A closer look at the technologies used by CLU Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding CLU Wealth Advisors

What is CLU Wealth Advisors's official website?
CLU Wealth Advisors's official website is www.cluwealthadvisors.com
What is CLU Wealth Advisors's Revenue?
CLU Wealth Advisors's revenue is <$5 Million
What is CLU Wealth Advisors's SIC code?
CLU Wealth Advisors's SIC: 62,628
What is CLU Wealth Advisors's NAICS code?
CLU Wealth Advisors's NAICS: 52,523
How many employees does CLU Wealth Advisors have?
CLU Wealth Advisors has 1-10 employees
What industry does CLU Wealth Advisors belong to?
CLU Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is CLU Wealth Advisors competition?
CLU Wealth Advisors top competitors include: Academy Financial, Nuzzi Financial Network, PSG Financial, Independent Investment Services
What technology does CLU Wealth Advisors use?
Some of the popular technologies that CLU Wealth Advisors uses are: Cloudflare Website Optimization, Neustar UltraDNS, Microsoft 365, Google Tag Manager
How do I contact CLU Wealth Advisors?
CLU Wealth Advisors contact info: Phone number: (917) 969-8287 Website: www.cluwealthadvisors.com
What does CLU Wealth Advisors do?

CLU Wealth Advisors LLC is a full-service wealth management firm that specializes in personal and corporate financial planning, including wealth accumulation and estate planning. The firm primarily serves clients in the entertainment, fashion, and music industries, as well as high net-worth individuals and businesses. With a focus on individualized... financial strategies, CLU Wealth Advisors aims to provide comprehensive solutions tailored to each client's investment and insurance objectives. Founded by Paul Stawinski, the firm emphasizes stellar service and communication regarding all aspects of clients' financial lives.Read More

What are CLU Wealth Advisors social media links?
CLU Wealth Advisors Linkedin page
Is CLU Wealth Advisors a public company?
CLU Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about CLU Wealth Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.