Skyy Financial Group, LLC

RIASEC Registered

Total AUM

$335K

Discretionary

$335K

100% of AUM

Avg account

$168K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 282593
Custodians: TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Performance Based Fees, Other
Client types: Corporations / Businesses67.16%
HNWI32.84%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Skyy Financial Group, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Its advisory offering is broad: portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional/business portfolios, selection of other advisers, pension consulting-type services, security ratings or pricing services, market timing services, and client education through seminars and workshops. The firm supports several fee arrangements, including percentage-of-assets, hourly and fixed fees, commission-based compensation, performance-based fees, and other fee structures. Skyy Financial Group is not identified as an active ESG investor in the dataset and is not flagged as a multi-state or newly formed adviser.