R.J. CLOUD ADVISORS & COMPANY

7804 E. 108th St., Suite D-219
Mailbox E
Tulsa, Oklahoma 74133
Tel: 918-949-9713

About R.J. CLOUD ADVISORS & COMPANY

RJ CLOUD ADVISORS & COMPANY, formally registered with the SEC as RJ CLOUD ADVISORS & COMPANY. The firm was established in 07/21/2022. They have over 2 offices throughout the country.

R.J. CLOUD ADVISORS & COMPANY is a Tulsa, Oklahoma based Financial Planning firm with nearly $138,237,988 assets under management, offering retirement planning & investment advisory services to 440 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289371
SEC#	801-126159
Assets Managed by Firm	$138,237,988
No. of Clients	440
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (401-K PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	440	$138,237,988
Individuals (other than high net worth individuals)	115	$34,087,428
High net worth individuals	57	$102,262,284
Pension and profit sharing plans	1	$1,888,276

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