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McCloskey & Associates Logo
McCloskey & Associates CB Rank
1688189
Heat Score
61
McCloskey & Associates is a wealth management firm that offers financial planning and business solutions.
Founded
obfuscation
Private Melbourne, Florida, United States1-10 mccloskeyassoc.com
Advice
Business Development
Consulting
Wealth Management
Overview

McCloskey & Associates
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About McCloskey & Associates

CB Rank
1688189
McCloskey & Associates is a wealth management firm that offers financial planning and business solutions.
Founded
obfuscation
Private Melbourne, Florida, United States1-10 mccloskeyassoc.com
Advice
Business Development
Consulting
Wealth Management

Details

Legal Name McCloskey & Associates
Operating Status Active
Company Type For Profit
Phone Number +1 321 541 1262
Contact Email billmc@mcclassoc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Fiduciary Wealth Management
Offers fiduciary wealth management services for businesses, focusing on managing and preserving wealth through strategic planning and investment management.
Financial Planning
Provides strategic financial planning services, including cash-flow management, retirement planning, investment analysis, risk management, and estate planning.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$70.5KThis year, McCloskey & Associates is projected to spend $70.5K on IT, according to Aberdeen.

Active Website Tech Count

1McCloskey & Associates is actively using the technology Euro for its website, according to BuiltWith.
Sub-Organizations
Frequently Asked Questions

Where is McCloskey & Associates's headquarters? McCloskey & Associates is located in Melbourne, Florida, United States.Who are McCloskey & Associates's competitors? Alternatives and possible competitors to McCloskey & Associates may include Cerity Partners, CAPTRUST, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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