CLOUD INVESTMENTS, LLC

200 Clinton Ave
Suite 1020
Huntsville, Alabama 35801
Tel: 256-715-0094

About CLOUD INVESTMENTS, LLC

CLOUD INVESTMENTS, LLC, formally registered with the SEC as CLOUD INVESTMENTS, LLC. The firm was established in 02/12/2018. They have over 3 offices throughout the country.

CLOUD INVESTMENTS, LLC is a Huntsville, Alabama based Financial Planning firm with nearly $299,826,000 assets under management, offering retirement planning & investment advisory services to 1538 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281915
SEC#	801-112434
Assets Managed by Firm	$299,826,000
No. of Clients	1538
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1538	$299,826,000
Individuals (other than high net worth individuals)	249	$122,034,729
High net worth individuals	198	$177,791,271

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HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
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