R.J. CLOUD ADVISORS & COMPANY
Total AUM
$171.3M
Employees
3Clients
160Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6630 E 121ST STREET
SUITE 101
BIXBY
OK 74008
United States
SUITE 101
BIXBY
OK 74008
United States
Operating Hours
8:00AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
918-949-9713
Other Offices
1
Financials
Total AUM
$171.3M
Accounts
160Discretionary
$170.7M
Accounts
159Non-Discretionary
$546.6K
Accounts
1
Clients
Individual Clients
110AUM
$34.1M
HNW Individual Clients
49AUM
$136.6M
Pension/Profit Sharing Plan Clients
1AUM
$546.6K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COOKTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.