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| Skyview Financial Group LLC
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| |
|---|---|
| CRD # | 310581 |
| SEC # | 801-129593 |
| CIK # | |
| AUM | $103.0 MM (2024-06-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 888-406-0444 |
| Address | 816 A1A N Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 36.3 |
| (b) Individuals (high net worth individuals) | 24 | 66.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 110 | 103.0 |
| By Discretionary | ||
| Discretionary | 110 | 103.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 110 | 103.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.0 | |
| Total | 110 | 103.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Semitam Bonam LLC
✚
|
NY | 0.1 |
|
Lynnleigh & Company LLC
✚
|
NY | 0.1 |
|
Hinsdale Associates Inc
✚
|
IL | 0.1 |
|
Personal Money Planning LLC
✚
|
TX | 0.1 |
|
Frisco Financial Planning LLC
✚
|
TX | 0.1 |
|
Arthur Stein Financial LLC
✚
|
MD | 0.1 |
|
Big Sky Wealth Advisors LLC
✚
|
MT | 0.1 |
|
White Oak Financial Management Inc
✚
|
NC | 0.1 |
|
Independent Progressive Advisors LLC
✚
|
OR | 0.1 |
|
NorthStar Financial Management Inc
✚
|
ID | 0.1 |