|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Skyliner Wealth LLC
✚
|
|
|---|---|
| CRD # | 332426 |
| SEC # | 801-130948 |
| CIK # | |
| AUM | $108.5 M (2025-07-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 541-588-5008 |
| Address | 750 NW Charbonneau Street Bend, OR 97703 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 107.7 |
| (b) Individuals (high net worth individuals) | 1 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 108.5 |
| By Discretionary | ||
| Discretionary | 452 | 108.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 452 | 108.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.5 | |
| Total | 452 | 108.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crescent City Retirement Group LLC
✚
|
LA | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Alianza Corp Investment Advisor
✚
|
FL | 0.1 |
|
Split Creek LLC
✚
|
0.1 | |
|
Harborview Asset Management LLC
✚
|
WA | 0.1 |
|
Treasure Investment Management LLC
✚
|
AZ | 0.1 |
|
Lifespring Wealth Management LLC
✚
|
0.1 | |
|
Peapod Lane Capital LLC
✚
|
NY | 0.1 |
|
1st Discount Brokerage Inc
✚
|
FL | 0.1 |
|
Inkwell Capital LLC
✚
|
0.1 |