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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Skyline Financial Northwest Inc
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|---|---|
| CRD # | 146844 |
| SEC # | 801-133826 |
| CIK # | |
| AUM | $111.3 M (2025-06-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-739-7369 |
| Address | 2121 SW Broadway Portland, OR 97201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 17.0 |
| (b) Individuals (high net worth individuals) | 58 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 552 | 111.3 |
| By Discretionary | ||
| Discretionary | 552 | 111.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 552 | 111.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.3 | |
| Total | 552 | 111.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Purewater Capital LLC
✚
|
TX | 0.1 |
|
Savior LLC
✚
|
MA | 0.1 |
|
Vida Wealth Partners Inc
✚
|
CA | 0.1 |
|
The Hajdari Group LLC
✚
|
NY | 0.1 |
|
Pacific Coast Investment Advisors LLC
✚
|
OR | 0.1 |
|
Oxley Harry KEIR
✚
|
CA | 0.1 |
|
Connective Portfolio Management LLC
✚
|
NY | 0.1 |
|
Cardinal Retirement Planning Inc
✚
|
0.1 | |
|
Sullivan Financial LLC
✚
|
CT | 0.1 |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 0.1 |