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SKYOAK WEALTH
SOUTHFIELD, MI
248-348-6500
SEC #801-114715Total AUM
$692.7M
Employees
7Clients
450Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
28411 NORTHWESTERN HWY
SUITE 760
SOUTHFIELD
MI 48034
United States
SUITE 760
SOUTHFIELD
MI 48034
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
248-348-6500
Other Offices
1
Financials
Total AUM
$692.7M
Accounts
1,230Discretionary
$692.7M
Accounts
1,230Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
301AUM
$87.6M
HNW Individual Clients
127AUM
$578.3M
Pension/Profit Sharing Plan Clients
9AUM
$0
Charitable Organization Clients
1AUM
$4.9M
Corporation or Business Clients
12AUM
$21.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAFLINMINVOHTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.