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Building 2SKYVIEW FINANCIAL GROUP, LLC

Map pinPONTE VEDRA BEACH, FL
Phone(888) 406-0444
NotebookSEC #801-129593
Total AUM
$286.6M
Employees
3
Clients
362

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
Other Offices
1

ReceiptFinancials

Total AUM
$286.6M
Accounts
342
Discretionary
$286.6M
Accounts
342
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
321
AUM
$221.2M
HNW Individual Clients
41
AUM
$65.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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

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