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 a corporation reported as owned by an individual and classified in the data as "Unclassified." Public disclosures about the firm's business and advisory activities are sparse. The firm is not identified as a capital allocator, multi-state adviser, pension consultant, related adviser, or an active ESG investor. Its reported fee structure is listed as "Other." The only industry affiliation recorded is with the accounting profession, which suggests the firm may provide tax, bookkeeping, or related accounting services alongside or instead of investment advisory work.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth