Cloak Advisors

Cloak Advisors (CRD# 137781) is a financial advisory firm headquartered in Albuquerque, NM. They manage $18,190,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $181,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM

Financial Advisors at Cloak Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Kayla L. Hebb
CRD#: 5230688
2701 San Pedro Dr Ne, Suite 16, Albuquerque, NM 87110
93
Wealthminder
score

Kayla Hebb (CRD# 5230688) is an Investment Advisor Representative working at Cloak Advisors in Albuquerque, NM and has over 9 years of experience in the finance industry.

2
John R. Cloak
CRD#: 1241160
2701 San Pedro Dr De, Suite 16, Albuquerque, NM 87110
73
Wealthminder
score

John Cloak (CRD# 1241160) is an Investment Advisor Representative working at Cloak Advisors in Albuquerque, NM and has over 32 years of experience in the finance industry.

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