Office: (505) 242-
2701 San Pedro Dr NE Suite 16 Albuquerque, NM 87110
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.
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
Professional Money Management
Insurance Benefit Plans
Individual & Company
John R. Cloak, RIA, President