This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 03-13-2007
- Office Locations
- 1
Office Locations
About Mccloskey & Associates, P.a.
McCloskey & Associates, P.A. is an independent, fee-only RIA in Melbourne, FL providing personalized wealth management—financial planning plus investment management focused on growing, protecting, and transferring wealth for retail clients such as business owners and entrepreneurs. Portfolios lean heavily on ETFs and public funds, with emphasis on tax-efficient strategies and risk management. The firm uses Envestnet and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM PATRICK MCCLOSKEY
Chief Compliance Officer, Chief Executive Officer, Founder, Owner
- CRD
- #1876173
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,340,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,340,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,340,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $269,601,022 | 27.8% |
| Public Funds | $184,259,691 | 19.0% |
| Cash | $515,927,136 | 53.2% |
| Total | $969,787,849 | 100.0% |