James Engebretsen, financial advisor Provo UT
93 score

James Engebretsen

CRD Number: 1053564
Current Firm: Cloud Capital LLC

James Engebretsen (CRD# 1053564) is an Investment Advisor Representative working at Cloud Capital LLC in Provo, UT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Brigham Young University Provo, UT Aug 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for James R. Engebretsen
Phone Number: 918-492-1080
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    283
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $1,771,546
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

OK, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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