SKA Financial Services Inc

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Assets, Funds, Holdings

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SKA Financial Services Inc
CRD #107348
SEC #801-123316
CIK #
AUM $149.9 M (2025-02-20)
Employees 1 (100% Investors, 100% Brokers)
Phone440-734-3200
Address22725 Fairview Center Dr 100
Fairview Park, OH 44126
Source [IAPD]
Total AUM ($M)
15012090603002000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 167 45.4
(b) Individuals (high net worth individuals) 38 93.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 7.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 12 3.6
(n) Other 0 0.0
Total 595 149.9
By Discretionary
Discretionary 595 149.9
Non-Discretionary 0 0.0
Total 595 149.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 149.9
Total 595 149.9
Comparable Firms State AUM ($B)
Silicon Private Wealth LLC
0.2
The Money Men Inc
NY 0.2
Prestige Wealth Services Group Inc
NJ 0.2
Adare Asset Management LLC
PA 0.2
Stronghold Wealth Management LLC
FL 0.2
Trailhead Planners LLC
0.1
Crews & Associates Inc
AR 0.1
RPM Advisors LLC
ND 0.1
Storgate LLC
0.1
Palacios Wealth Management LLC
FL 0.1
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