MCCLOSKEY & ASSOCIATES, P.A.

Overview

Mccloskey & Associates, P.A. is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with the selection and oversight of outside advisers, and it also operates as a real estate broker and insurance broker. Mccloskey & Associates charges a mix of percentage-of-AUM, hourly, and fixed fees depending on the engagement. Investment activity tilts toward equities; the firm identifies a preference for exchange-traded equities as its primary allocation tool. As a capital allocator, Mccloskey & Associates sources third-party managers when clients need exposure outside the core equity sleeve. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices