Skinner Advisory, Ltd.
RIAState Registered
Total AUM
$22.1M
Discretionary
$22.1M
100% of AUM
Avg account
$598K
Accounts
37
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123643
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.49%
- Individuals48.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Skinner Advisory, Ltd. operates as an independent registered investment advisor, primarily serving individuals and families. The firm focuses on providing financial planning services and portfolio management tailored to the needs of its clients. With a fee structure based on a percentage of assets under management, Skinner Advisory emphasizes a personalized approach to investment management. The firm does not engage in capital allocation or active ESG investing, and it is not affiliated with any related advisors or pension consulting activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds15%
- Investment Grade Corp Bonds15%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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