Cloud Neff & Associates, Inc (Tulsa)
Cloud Neff & Associates, Inc Is a Large Advisory Firm Based in Tulsa. It Manages $62 Million of Regulatory Assets for 450 Client Accounts. It Has Been...
Cloud Neff & Associates, Inc is a large advisory firm based in Tulsa. It manages $62 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oklahoma.
Cloud Neff & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Cloud Neff & Associates: assets under management
The assets under management (AUM) of Cloud Neff & Associates, Inc is $62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 313% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.78 thousand each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cloud Neff & Associates, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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