Mccloskey & Associates, P.a.
Mccloskey & Associates, P.a. (CRD# 142883) is a financial advisory firm headquartered in Melbourne, FL. They manage $4,190,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$126,970
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Mccloskey & Associates, P.a.
1
William McCloskey (CRD# 1876173) is an Investment Advisor Representative working at Mccloskey & Associates, P.a. in Melbourne, FL and has over 18 years of experience in the finance industry.
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