Mccloskey & Associates, P.A.
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
About This Firm
William McCloskey is the owner and Chief Compliance Officer of McCloskey & Associates, P.A. He provides investment advisory services and is also a licensed insurance agent. He also works as a consultant/broker for companies looking for call center vendors.
Fee Structure
Mr. McCloskey may receive customary fees as a result of insurance sales, which could create a conflict of interest. He also works as a consultant/broker for companies looking for call center vendors.
Areas of Practice
Insurance Planning
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Location
601 E. Strawbridge Ave, Suite 101, Melbourne, FL, 32901