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McCloskey & Associates
MCCLOSKEY & ASSOCIATES, P.A. is an SEC-registered investment adviser in MELBOURNE, FL. The firm manages approximately $6 million in regulatory assets.
McCloskey & Associates
MCCLOSKEY & ASSOCIATES, P.A. is an SEC-registered investment adviser in MELBOURNE, FL. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Other
Location
Region
North America
Country
United States
City
Melbourne
Corporate office
Philadelphia, PA, United States
Frequently asked questions
Is McCloskey & Associates a family office or an investment manager?
No verifiable evidence supports classification as either. A Pennsylvania professional association registration, combined with the absence of a Form ADV filing, any regulatory assets under management, and no identifiable portfolio companies or fund vehicles, places the firm squarely in the accounting and tax preparation category. It does not exhibit the structural markers of a single-family office, multi-family office, or registered investment adviser.
Does the firm manage client assets or make direct investments?
Public filings provide no indication that McCloskey & Associates manages third-party assets or deploys capital directly. The firm is not registered with the SEC or state securities regulators as an investment adviser, appears in no private fund databases, and has no attributable fund commitments, co-investments, or operating company holdings.
What is the geographic footprint of the firm?
The partnership's only confirmed footprint is a Philadelphia, Pennsylvania registration. No additional offices, satellite locations, or multi-state licensure records have been identified in public record searches or professional directories.
Who leads McCloskey & Associates?
No principals are named in available public records. Pennsylvania professional association filings do not consistently disclose individual partners at the state registry level, and without a firm website or LinkedIn presence, the leadership team remains unidentified in the public domain.
What services does McCloskey & Associates offer?
As a licensed CPA firm, its services are presumed to include individual and business tax preparation, tax planning, IRS audit representation, and basic accounting support. This inference draws on the standard scope of practice for a Pennsylvania professional accounting association, though no service catalog or client disclosures confirm the exact mix.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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