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Building 2SKY ALPHA ASSET ADVISORS

Map pinBOCA RATON, FL
Phone561-410-7790
NotebookSEC #801-113000
Total AUM
$216M
Employees
3
Clients
318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7284 W PALMETTO PK RD
SUITE 108
BOCA RATON
FL 33433
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
561-410-7790

ReceiptFinancials

Total AUM
$216M
Accounts
318
Discretionary
$216M
Accounts
318
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$9.3M
HNW Individual Clients
191
AUM
$145.7M
Charitable Organization Clients
6
AUM
$6.3M
Corporation or Business Clients
26
AUM
$54.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLHIMEMINJNYTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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