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SKYOAK CAPITAL, INC.
LAS VEGAS, NV
800-971-8070
SEC #801-118745Total AUM
$219.2M
Employees
5Clients
268Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6671 LAS VEGAS BLVD S
SUITE 210
LAS VEGAS
NV 89119
United States
SUITE 210
LAS VEGAS
NV 89119
United States
Operating Hours
8:00 - 4:00
Monday - Friday
Monday - Friday
Phone
800-971-8070
Other Offices
2
Financials
Total AUM
$219.2M
Accounts
671Discretionary
$132.1M
Accounts
491Non-Discretionary
$87.1M
Accounts
180
Clients
Individual Clients
191AUM
$42.2M
HNW Individual Clients
45AUM
$147.8M
Pension/Profit Sharing Plan Clients
27AUM
$28.6M
Charitable Organization Clients
2AUM
$500.6K
Corporation or Business Clients
3AUM
$183.7K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SERVICE FEE
Compliance
Disclosures
None reported
State Registrations
CANENHNVORTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.