McCloskey & Associates

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

601 E Strawbridge Ave Ste 101, Melbourne...

Phone Number

(321) 541-1262

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About McCloskey & Associates

McCloskey & Associates is a wealth management firm located in Melbourne, FL, specializing in creating customized financial strategies for clients. Their services include financial planning, investment management, tax planning, and multi-generational planning. The firm aims to help clients grow, protect, and transfer their wealth while ensuring their interests come first. They cater to individuals preparing for retirement or looking to manage their investments effectively.Explore more
McCloskey & Associates's Social MediaPopular SearchesMcCloskey & AssociatesMcCloskey & Associates Wealth ManagementMccloskey & Associates LLCMccloskey & Associates, PaMccloskey and Associates LLCSIC Code 62,628NAICS Code 52,523Show more

McCloskey & Associates Org Chart

William McCloskey, Chief Executive Officer & Founder at McCloskey & Associates
United States flag for contact location.

Chief Executive Officer & Founder

PhoneEmail
JM
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President

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McCloskey & Associates

<$5M
11-50
Private
-
-
William McCloskey, Chief Executive Officer & Founder at McCloskey & Associates
William McCloskeyCEO & Founder
$5.5M
11-50
Private
-
1948
GM
Gaea MeolaVice President, Underwriting
<$5M
1-10
Private
-
2010
KS
Kaitlyn SorrellOffice Manager
<$5M
1-10
Private
-
-
JR
Jean RaduenzDirector, Investment Operations & Services
<$5M
1-10
Private
-
1989
<$5M
1-10
Private
-
2018
DY
Daniel YoonManaging Attorney
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McCloskey & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McCloskey & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McCloskey & Associates.

McCloskey & Associates Tech Stack

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Frequently Asked Questions Regarding McCloskey & Associates

What is McCloskey & Associates's official website?
McCloskey & Associates's official website is www.mccloskeyassoc.com
What is McCloskey & Associates's Revenue?
McCloskey & Associates's revenue is <$5 Million
What is McCloskey & Associates's SIC code?
McCloskey & Associates's SIC: 62,628
What is McCloskey & Associates's NAICS code?
McCloskey & Associates's NAICS: 52,523
How many employees does McCloskey & Associates have?
McCloskey & Associates has 11-50 employees
What industry does McCloskey & Associates belong to?
McCloskey & Associates is in the industry of: Finance, Securities Trading
What is McCloskey & Associates competition?
McCloskey & Associates top competitors include: Schafer Thomas Maez, The Yoon Law Firm, Milgram Financial and Insurance Services, Njl&c
What technology does McCloskey & Associates use?
Some of the popular technologies that McCloskey & Associates uses are: Microsoft 365, Hostgator, BlueHost, GoDaddy Email Hosting
How do I contact McCloskey & Associates?
McCloskey & Associates contact info: Phone number: (321) 541-1262 Website: www.mccloskeyassoc.com
What does McCloskey & Associates do?

McCloskey & Associates is a wealth management firm located in Melbourne, FL, specializing in creating customized financial strategies for clients. Their services include financial planning, investment management, tax planning, and multi-generational planning. The firm aims to help clients grow, protect, and transfer their wealth while ensuring thei... r interests come first. They cater to individuals preparing for retirement or looking to manage their investments effectively.Read More

What are McCloskey & Associates social media links?
McCloskey & Associates Linkedin page McCloskey & Associates Twitter page McCloskey & Associates Facebook page
Is McCloskey & Associates a public company?
McCloskey & Associates is private company therefore does not currently have an official ticker symbol
See more information about McCloskey & Associates

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