Mccloskey & Associates, P.a.
Mccloskey & Associates, P.a. (CRD# 142883) is a financial advisory firm headquartered in Melbourne, FL. They manage $4,388,047 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$132,971
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
William McCloskey (CRD# 1876173) is an Investment Advisor Representative working at Mccloskey & Associates, P.a. in Melbourne, FL and has over 10 years of experience in the finance industry.