Mccloskey & Associates, P.a.
Mccloskey & Associates, P.a. (CRD# 142883) is a financial advisory firm headquartered in Melbourne, FL. They manage $5,665,771 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts39ACCOUNTS
Average Account Value$145,276
- 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 12 years of experience in the finance industry.