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CLOUD CAPITAL
450 Alaskan Way S
Suite 200
Seattle, Washington 98104
Tel: 8007954303
About CLOUD CAPITAL
CLOUD CAPITAL, formally registered with the SEC as CLOUD CAPITAL. The firm was established in 08/15/2023. They have over 3 offices throughout the country.
CLOUD CAPITAL is a Seattle, Washington based Financial Planning firm with nearly $189,895,038 assets under management, offering retirement planning & investment advisory services to 230 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317325 |
| SEC# | 801-128329 |
| Assets Managed by Firm | $189,895,038 |
| No. of Clients | 230 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 230 | $189,895,038 |
| Individuals (other than high net worth individuals) | 41 | $16,820,104 |
| High net worth individuals | 43 | $172,945,211 |
| Corporations or other businesses | 2 | $129,723 |
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