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Building 2R.J. CLOUD ADVISORS & COMPANY

Map pinBIXBY, OK
Phone918-949-9713
NotebookSEC #801-126159
Total AUM
$171.3M
Employees
3
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6630 E 121ST STREET
SUITE 101
BIXBY
OK 74008
United States
Operating Hours
8:00AM - 5:00 PM
Monday - Friday
Phone
918-949-9713
Other Offices
1

ReceiptFinancials

Total AUM
$171.3M
Accounts
160
Discretionary
$170.7M
Accounts
159
Non-Discretionary
$546.6K
Accounts
1

ContactClients

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Individual Clients
110
AUM
$34.1M
HNW Individual Clients
49
AUM
$136.6M
Pension/Profit Sharing Plan Clients
1
AUM
$546.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COOKTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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