Assets Under Management

$410.9M

Number of Clients

44

Number of Advisors

1

Average Client AUM

$9.3M

AUM per Advisor

$410.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Cloud Capital offers tailored investment advisory services to separately managed accounts. They also provide investment management to 401k and defined benefit plans, as well as collective funds. Services are delivered from a discretionary perspective.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement Planning
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Location

DE, United States

1 Advisors at this firm

Cloud Capital Llc | TrueAdvisor