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Building 2SKYLINE ADVISORS, INC.

Map pinBELLINGHAM, WA
Phone360-671-1621
NotebookSEC #801-94175
Total AUM
$386.5M
Employees
8
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 32ND STREET
SUITE 201
BELLINGHAM
WA 98225
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
360-671-1621

ReceiptFinancials

Total AUM
$386.5M
Accounts
1,204
Discretionary
$381.8M
Accounts
1,196
Non-Discretionary
$4.7M
Accounts
8

ContactClients

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Individual Clients
206
AUM
$59.7M
HNW Individual Clients
159
AUM
$311.5M
Pension/Profit Sharing Plan Clients
2
AUM
$5.8M
Charitable Organization Clients
2
AUM
$9.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAWA

HandshakeAffiliates

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

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