$36.0M Total AUM
$36.0M Disc. AUM
-- 3Y CAGR
2 Employees
73 ADV. Clients
20 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2005
- Office Locations
- 1
Office Locations
2701 SAN Pedro DR NE Suite 16 Albuquerque NM
About Cloak Advisors
Cloak Advisors (Albuquerque, NM) provides personalized financial planning and money management focused on retirement planning and investment strategy, alongside health insurance and Medicare plan guidance for individuals and businesses. Portfolios are implemented primarily through ETF-based strategies, and the firm reports Interactive Brokers as a custodian—useful for teams supporting both wealth and benefits-focused client conversations.
Team overview
-- AVG AGE
$36.0M AVG AUM / ADVISOR
$493.2K AVG AUM / CLIENT
4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
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Asset Classes
North harbor Unison peak Bridge legacy Quantum
Client Personas
Bridge
Custodian
Harbor momentum Horizon insight Momentum Beacon Unison timber
Investment Themes
Peak north Radial
Investment Vehicles
Unison focus
Services
Timber Vector Horizon Ember
Owner & Executives
JOHN ROBERT CLOAK
President
- CRD
- #1241160
- Ownership
- 75% or more
(869) 682-3516
north.signal@fusioncapital.com
in linkedin.com/in/peak-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,572,659,498 | 100.0% |
| Total | $4,572,659,498 | 100.0% |