Assets Under Management
$4.2M
Number of Clients
23
Number of Advisors
1
Average Client AUM
$183K
AUM per Advisor
$4.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
William McCloskey is the owner and Chief Compliance Officer of McCloskey & Associates, P.A. He is also a licensed insurance agent/broker and a consultant/broker for companies seeking call center vendors. He has no formal post-high school education in the past 5 years.
601 E. Strawbridge Ave, Suite 101, Melbourne, FL, 32901