CLOUD, MINTURN & ASSOCIATES, LLC

Overview

Cloud, Minturn & Associates, LLC is organized as a limited liability company controlled by an individual owner. The firm positions itself primarily as a financial planning adviser and as a selector of other investment advisers rather than as a product-centric manager. FINTRX flags the firm as a capital allocator, and its disclosed fee arrangements include hourly charges, fixed fees and other non-disclosed fee types. Regulatory and operating designations in the dataset are sparse: the firm is classified as "Unclassified," is not marked as a multi-state adviser, and is not identified as a pension consultant or a related adviser. Cloud, Minturn & Associates, LLC is not listed as an active ESG investor and is not newly formed. The firm has an industry affiliation with an insurance company, which may inform parts of its client service or distribution relationships.

Assets & Accounts

Investments & Alternatives