Mcloud Advisory Services LLC
Mcloud Advisory Services LLC (CRD# 309660) is a financial advisory firm headquartered in , . They manage $7,000,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Mcloud Advisory Services LLC
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$280,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Mcloud Advisory Services LLC
1
Jeffrey McLoud (CRD# 5663994) is an Investment Advisor Representative working at Mcloud Advisory Services LLC in Shawnee, OK and has over 14 years of experience in the finance industry.
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