Angela marie Ramirez Cloe
Investment adviser representative at Apforia
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$101.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- ApforiaNov 2025 to now
- Redeployment Wealth StrategiesOct 2024 to now
- United States NavyJun 2004 to Sep 2024
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Apforia
Legal name: Apforia Ltd
$101.9MAssets managed
385Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8185498
- Firm CRD
- 327176