Apogee Tactical

Apogee Tactical (CRD# 194520) is a financial advisory firm headquartered in , . They manage $24,250,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $1,732,143
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Apogee Tactical
Showing 1 - 1 of 1 top financial advisors.
1
Craig Cloud, financial advisor New Canaan CT
Craig D. Cloud
CRD#: 1342854
New Canaan, CT

Craig Cloud (CRD# 1342854) is an Investment Advisor Representative working at Apogee Tactical in New Canaan, CT and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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