Overview
Assets Under Management: $159 million
Headquarters: FAIRVIEW PARK, OH
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Frequently Asked Questions
SKA FINANCIAL SERVICES,INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107348), SKA FINANCIAL SERVICES,INC. is subject to fiduciary duty under federal law.
SKA FINANCIAL SERVICES,INC. is headquartered in FAIRVIEW PARK, OH.
SKA FINANCIAL SERVICES,INC. serves 42 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, SKA FINANCIAL SERVICES,INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SKA FINANCIAL SERVICES,INC. manages $159 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, SKA FINANCIAL SERVICES,INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 598
Discretionary Accounts: 598
Regulatory Filings
CRD Number: 107348
Filing ID: 2044041
Last Filing Date: 2026-01-22 12:07:31