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Building 2SKYVIEW FINANCIAL GROUP, LLC

Map pinPONTE VEDRA BEACH, FL
Phone(888) 406-0444
NotebookSEC #801-119483
Total AUM
$69.2M
Employees
1
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
816 A1A N
SUITE 205
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(888) 406-0444

ReceiptFinancials

Total AUM
$69.2M
Accounts
210
Discretionary
$69.2M
Accounts
210
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$48.1M
HNW Individual Clients
27
AUM
$21.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJ

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

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