Skyview Pinnacle
Firm details
- Headquarters
- ,
- CRD number
- 338282
- Registered since
- September 29, 2025
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.98%
- HNWI23.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Skyview Pinnacle operates as an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm is owner-managed by an individual and is registered with the SEC as of 2025. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is delivered through a mix of percentage-of-AUM fees and non‑asset fees (hourly and fixed engagements). Skyview Pinnacle is not positioned as a capital allocator, does not identify as an active ESG investor, and does not describe itself as a multistate or related adviser. The firm lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities59%
- Cash & Cash Equivalents26%
- US Government Bonds13%
- Other2%
Contacts
2 of 2
James Tuberosa
Investment Advisor RepresentativeCRD 1277676
Michelle Miller
PrincipalCRD 8058304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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