SKIDMORE ADVISORY SERVICES, INC.

Overview

Skidmore Advisory Services, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm works primarily with individuals, families and a limited number of institutional clients, charging fees as a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses, and the firm’s public filing also lists accounting and other financial product sales activities as part of its business mix. Investment activity shows a clear tilt toward exchange-traded equities as the dominant holding type while maintaining a preference for fixed-income exposure. The firm manages a small, concentrated client base and runs discretionary portfolios across those relationships. Skidmore Advisory Services, Inc. is not positioned as an ESG-focused manager and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices