Contact Us:

Office: (505) 242-9292

2701 San Pedro Dr NE  Suite 16     Albuquerque, NM  87110

Cloak Advisors, LLC Money Management Insurance

Cloak Advisors may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Cloak Advisors is currently registered in the State of New Mexico and has a de minimus exemption to transact business for clients in other states. Any information on the website is not considered to be financial advice. For financial advice please speak with an investment advisor.

Company Overview

Cloak and Company, LLC is a Registered Investment Advisory firm located in Albuquerque, New Mexico and established in 2005.  We specialize in creating separately managed equity or balanced portfolios, and accommodating various investor objectives.

Our endeavor is to provide our clients with a unique and profitable approach to investing.  We are able to help customers analyze, understand, and manage their discretionary assets to achieve increased earning potential.  It is Cloak & Company’s mission to assist clients in the journey toward their financial goals.

Brokerage services are offered by Mutual Securities, Inc. (“MSI”), Member FINRA/SIPC, a premier brokerage firm established in 1982 and based in Camarillo, California.  Custody services are offered by National Financial Services, LLC (“NFS”), Member NYSE/SIPC, established in 1983, a Fidelity Investments Company, one of the largest providers of brokerage services.






Independent Account Protection

Portfolio Management

Professional Money Management

Securities Experts

Insurance Benefit Plans

Individual & Company

John R. Cloak, RIA,  President