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Building 2CLOUD INVESTMENTS, LLC

Map pinHUNTSVILLE, AL
Phone256-715-0094
NotebookSEC #801-112434
Total AUM
$404M
Employees
6
Clients
995

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CLINTON AVE
SUITE 1020
HUNTSVILLE
AL 35801
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
256-715-0094
Other Offices
2

ReceiptFinancials

Total AUM
$404M
Accounts
1,749
Discretionary
$404M
Accounts
1,749
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
904
AUM
$253.4M
HNW Individual Clients
76
AUM
$145.3M
Other Clients
15
AUM
$5.4M
Description of Other Clients
TRUST ACCOUNTS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGAMNTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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