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CLOAK ADVISORS
CLOAK AND COMPANY INVESTMENT ADVISORS, LLC
CRD 137781
2701 SAN PEDRO DR NE, SUITE 16, ALBUQUERQUE, NM, 87110, United States
Phone
505-242-9292
Fax
505-508-0943
Registration
— (—)
Source
State registered
Total AUM
$36.0M
Discretionary AUM
$36.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $20.0M |
| High net worth individuals | 9 | $16.0M |
All web addresses on file
Official SEC filing: View on IAPD