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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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