SKM Professional Services, Inc.

RIAState 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 Louisiana-registered corporation operating as an independent registered investment adviser under individual ownership. The firm identifies its fee structure as "other" rather than a standard asset-based or hourly model and does not position itself as a capital allocator. It is not marked as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm's listed industry affiliation is with accounting professionals, which suggests its advisory practice may be closely tied to tax and accounting work or serve clients through an accounting-services channel. Available records show no reported client counts or assets under management, indicating a limited or very small advisory footprint in the data set.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Albert Moss

    Chief Compliance OfficerCRD 4676016

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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