Overview
Assets Under Management: $148 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 77
Average Client Assets: $1.6 million
Frequently Asked Questions
SKYLINE FINANCIAL NORTHWEST 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 #146844), SKYLINE FINANCIAL NORTHWEST is subject to fiduciary duty under federal law.
SKYLINE FINANCIAL NORTHWEST is headquartered in PORTLAND, OR.
SKYLINE FINANCIAL NORTHWEST serves 77 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, SKYLINE FINANCIAL NORTHWEST offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SKYLINE FINANCIAL NORTHWEST manages $148 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, SKYLINE FINANCIAL NORTHWEST 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: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.90%
Average Client Assets: $1.6 million
Total Client Accounts: 610
Discretionary Accounts: 597
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 146844
Filing ID: 2086221
Last Filing Date: 2026-03-29 12:06:45