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MCCLOSKEY & ASSOCIATES, P.A.
CRD 142883
601 E. STRAWBRIDGE AVE, SUITE 101, MELBOURNE, FL, 32901, United States
Phone
321-541-1262
Fax
877-335-7619
Registration
— (—)
Source
State registered
Total AUM
$6.3M
Discretionary AUM
$6.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $5.0M |
| High net worth individuals | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD