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| Keyboard |
| Skyline Advisors Inc
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|---|---|
| CRD # | 188511 |
| SEC # | 801-94175 |
| CIK # | 0001843832 |
| AUM | 386.5 M (2026-01-29) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 360-671-1621 |
| Address | 405 32nd Street Bellingham, WA 98225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 16.9 | ||
| Apple Inc | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 59.7 |
| (b) Individuals (high net worth individuals) | 159 | 311.5 |
| (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 | 5.8 |
| (h) Charitable organizations | 2 | 9.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,204 | 386.5 |
| By Discretionary | ||
| Discretionary | 1,196 | 381.8 |
| Non-Discretionary | 8 | 4.7 |
| Total | 1,204 | 386.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.5 | |
| Total | 1,204 | 386.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843832] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Soundview Advisors Inc
✚
|
WA | 387.2 M |
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |
|
Lewis Asset Management LLC
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CA | 387.1 M |
|
New Wave Wealth Advisors LLC
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|
Balance Wealth Partners LLC
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|
1836 Asset Management LLC
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|
Ostrofe Financial Consultants Inc
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CA | 386.4 M |
|
Cannon Capital Management Inc
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|
TAPP Finance Inc
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|
Upstart Wealth Management LLC
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