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| Skyline Advisors Inc
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| |
|---|---|
| CRD # | 188511 |
| SEC # | 801-94175 |
| CIK # | 0001843832 |
| AUM | $288.4 MM (2024-03-27) |
| Employees | 8 (75% Investors, 12% Brokers) |
| Phone | 360-671-1621 |
| Address | 405 32nd Street Bellingham, WA 98225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 21.9 | |
| AAPL | 2,382,844.0 | 4.9 | |
| DE | 94,490.3 | 1.7 | |
| ADBE | 172,760.2 | 1.5 | |
| COST | 207,576.9 | 1.4 | |
| AMZN | 1,092,997.8 | 1.0 | |
| NVDA | 399,550.0 | 1.0 | |
| BAC | 278,315.2 | 0.9 | |
| SBUX | 87,554.3 | 0.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 51.7 |
| (b) Individuals (high net worth individuals) | 150 | 228.2 |
| (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 | 3.6 |
| (h) Charitable organizations | 2 | 4.9 |
| (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 | 1,133 | 288.4 |
| By Discretionary | ||
| Discretionary | 1,130 | 287.5 |
| Non-Discretionary | 3 | 0.9 |
| Total | 1,133 | 288.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.4 | |
| Total | 1,133 | 288.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843832] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Pitti Group Wealth Management LLC
✚
|
NY | 0.3 |
|
HW Capital LLC
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|
CA | 0.3 |
|
Cargile Investment Management Inc
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TX | 0.3 |
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Councilmark Asset Management LLC
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TN | 0.3 |
|
Guidance Capital Inc
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|
KY | 0.3 |
|
Rareview Capital LLC
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|
NV | 0.3 |
|
Compass Financial Services Inc
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|
IA | 0.3 |
|
Presidio Capital Management LLC
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|
CA | 0.3 |
|
Ashworth Wealth LLC
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|
UT | 0.3 |
|
Core Wealth Management Inc
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|
FL | 0.3 |