|
⚲
|
| Skyline Financial Northwest LLC
✚
|
|
|---|---|
| CRD # | 146844 |
| SEC # | 801-133826 |
| CIK # | |
| AUM | $148.3 M (2026-03-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 888-739-7369 |
| Address | 2121 SW Broadway Portland, OR 97201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 13.1 |
| (b) Individuals (high net worth individuals) | 77 | 119.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 12.7 |
| (h) Charitable organizations | 1 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 610 | 148.3 |
| By Discretionary | ||
| Discretionary | 597 | 135.6 |
| Non-Discretionary | 13 | 12.7 |
| Total | 610 | 148.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.3 | |
| Total | 610 | 148.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Curtis Wealth Management LLC
✚
|
NV | 0.1 |
|
Sonnet LLC
✚
|
TX | 0.1 |
|
Arborfi Advisors LLC
✚
|
MI | 0.1 |
|
Prestige Wealth Management Inc
✚
|
TX | 0.1 |
|
Tax Efficient Asset Management Solution Inc
✚
|
CA | 0.1 |
|
Quorus Inc
✚
|
CT | 0.1 |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 0.1 |
|
Broadwing Capital Advisors Inc
✚
|
CA | 0.1 |
|
AXIA Wealth Management Inc
✚
|
OR | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |