Cloak Advisors

Cloak Advisors (CRD# 137781) is a financial advisory firm headquartered in Albuquerque, NM. They manage $25,500,000 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2701 San Pedro Dr Ne, Suite 16, Albuquerque, NM 87110
http://www.cloakco.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $310,976
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

NM

Financial Advisors at Cloak Advisors
No Advisor Found.

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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