CLOAK ADVISORS

Overview

Cloak Advisors is an independent, individually owned registered investment adviser that serves individuals and families. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management for individuals and small businesses. Cloak Advisors also operates as an insurance broker and maintains industry links with insurance companies and real estate brokers. The firm does not identify itself as an active ESG investor, a multi-state adviser, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices