A complete list of active advisors currently associated with Cloud, Minturn & Associates, LLC
Warmer can help you find a great advisor at Cloud, Minturn & Associates, LLC or one who fits your needs even better.
Cloud, Minturn & Associates provides financial planning, retirement planning, consulting, and selection and monitoring of third‑party money managers for individuals, high‑net‑worth clients, and business entities. The firm offers written financial plans and targeted consulting engagements, and facilitates relationships with independent registered investment advisers rather than directly providing discretionary portfolio management. The firm’s process emphasizes asset allocation, mutual fund/ETF analysis, and third‑party manager due diligence, documented through a Personal Investment Policy Statement (PIPS) used to match clients with outside managers. Cloud, Minturn monitors selected managers’ holdings, strategies and compliance but does not take custody of client assets or exercise investment discretion for client accounts. Distinctive features in the ADV include an affiliation with an in‑house insurance agency (CMA Insurance Services) and associated persons who are licensed insurance agents, creating potential conflicts when insurance products are recommended and implemented separately. The firm also commonly charges fixed or hourly fees for planning and consulting and focuses on advising and overseeing other advisers—an approach that differs from many investment manager firms that rely primarily on percentage‑of‑assets billing and direct asset management.
To learn more about the advisors currently working at Cloud, Minturn & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Torrance, CA
| 20
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")