John Cloak is a registered investment advisor at Cloak Advisors, based in Albuquerque, NM, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 73 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation. Additional trading and custodial fees apply.
Fee Estimator
Location
2701 San Pedro Dr Ne, Suite 16, Albuquerque, NM, 87110
Get directionsHistory
Regulatory History (1)
Criminal
July 1979Other Business Activities
John is a silent partner with The First Street Properties, LLC. He is also associated with Cloak & Co. Investment Advisors LLC, a registered investment advisor (RIA).
Employment History
Current Registrations
Cloak Advisors
Previous Registrations
Cloak Advisors
Cloak and Company Investment Advisors, LLC
Mutual Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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