SKM Professional Services, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Metairie, Louisiana
CRD number
172100
Fee structure
Other

Firm profile

FINTRX

Overview

SKM Professional Services, Inc. is organized as a corporation and is owned by an individual. FINTRX classifies the firm as "Unclassified" and lists its fee arrangement as "Other." The record indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, and does not act as a pension consultant or related adviser. Industry affiliation on file identifies the firm with accounting services. The firm's SEC registration year is not listed in the FINTRX entry.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Albert Moss

    Chief Compliance OfficerCRD 4676016

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Metairie, LA

Jefferson

Location

Metairie, LA

Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Jefferson
Address
2901 Ridgelake Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth