Overview
Assets Under Management: $207 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 251
Average Client Assets: $478,087
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