|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cloud Investments LLC
✚
|
|
|---|---|
| CRD # | 281915 |
| SEC # | 801-112434 |
| CIK # | |
| AUM | $299.8 M (2025-02-14) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 256-715-0094 |
| Address | 200 Clinton Ave Huntsville, AL 35801 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 122.0 |
| (b) Individuals (high net worth individuals) | 198 | 177.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,538 | 299.8 |
| By Discretionary | ||
| Discretionary | 1,538 | 299.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,538 | 299.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.8 | |
| Total | 1,538 | 299.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
May Barnhard Investments LLC
✚
|
MD | 0.3 |
|
TSA Wealth Management LLC
✚
|
TX | 0.3 |
|
Navigate Financial LLC
✚
|
UT | 0.3 |
|
Wealth Advisors Northwest LLC
✚
|
OR | 0.3 |
|
Oneamerica Securities Inc
✚
|
IN | 0.3 |
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Fluent Financial LLC
✚
|
TX | 0.3 |