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| Skyview Financial Group LLC
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|---|---|
| CRD # | 310581 |
| SEC # | 801-129593 |
| CIK # | 0002111890 |
| AUM | 286.6 M (2026-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 888-406-0444 |
| Address | 816 A1A N Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 6.9 | ||
| Cardinal Health Inc | 4.3 | ||
| Boeing Co | 4.1 | ||
| Citigroup Inc | 4.0 | ||
| Facebook Inc | 3.9 | ||
| KLA Tencor Corp | 3.5 | ||
| Thermo Fisher Scientific Inc | 3.3 | ||
| Alphabet Inc | 3.1 | ||
| AAR Corp | 2.8 | ||
| Uipath Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 221.2 |
| (b) Individuals (high net worth individuals) | 41 | 65.5 |
| (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 | 342 | 286.6 |
| By Discretionary | ||
| Discretionary | 342 | 286.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 342 | 286.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.6 | |
| Total | 342 | 286.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111890] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 362 |
| Serves | Retail, Research |
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