Overview
Assets Under Management: $207 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 251
Average Client Assets: $478,087
Frequently Asked Questions
SKY ALPHA ASSET ADVISORS LLC 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 #295839), SKY ALPHA ASSET ADVISORS LLC is subject to fiduciary duty under federal law.
SKY ALPHA ASSET ADVISORS LLC is headquartered in BOCA RATON, FL.
SKY ALPHA ASSET ADVISORS LLC serves 251 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, SKY ALPHA ASSET ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SKY ALPHA ASSET ADVISORS LLC manages $207 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, SKY ALPHA ASSET ADVISORS LLC 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: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.69
Average High-Net-Worth Client Assets: $478,087
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 295839
Last Filing Date: 2024-03-12 00:00:00
Website: https://skyalphaadvisors.com