Cloud Neff & Associates, Inc is a large advisory firm based in Tulsa. It manages $62 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oklahoma.
Cloud Neff & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cloud Neff & Associates, Inc is $62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 313% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cloud Neff & Associates, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Lewis Neff has been acting as President since 1 Jun 1990. Dianne Marie Reinhold Ira joined the executive team most recently as the Unit Owner.
The principal office where Cloud Neff & Associates, Inc performs its advisory services is located at 5314 South Yale, Suite 606, Tulsa, OK 74135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 918-492-1080 or by fax 918-492-0880. The normal business hours are 9am to 4pm on Monday - Friday.