Cloak Advisors

Cloak Advisors (CRD# 137781) is a financial advisory firm headquartered in Albuquerque, NM. They manage $18,926,647 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $195,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Educational seminars/workshops
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
Laura L. Wamre
CRD#: 4255091
2701 San Pedro Dr Ne, Suite 16, Albuquerque, NM 87110
96
Wealthminder
score

Laura Wamre (CRD# 4255091) is an Investment Advisor Representative working at Cloak Advisors in Albuquerque, NM and has over 17 years of experience in the finance industry. Laura Wamre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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 34 years of experience in the finance industry.

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