Overview
Assets Under Management: $114 million
High-Net-Worth Clients: 28
Average Client Assets: $2.1 million
Frequently Asked Questions
SKLOFF FINANCIAL GROUP 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 #139475), SKLOFF FINANCIAL GROUP is subject to fiduciary duty under federal law.
SKLOFF FINANCIAL GROUP serves 28 high-net-worth clients according to their SEC filing dated January 07, 2026. View client details ↓
According to their SEC Form ADV, SKLOFF FINANCIAL GROUP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SKLOFF FINANCIAL GROUP manages $114 million in client assets according to their SEC filing dated January 07, 2026.
According to their SEC Form ADV, SKLOFF FINANCIAL GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.74%
Average Client Assets: $2.1 million
Total Client Accounts: 634
Discretionary Accounts: 634
Regulatory Filings
CRD Number: 139475
Filing ID: 2037887
Last Filing Date: 2026-01-07 10:22:24