Overview
Assets Under Management: $601 million
Headquarters: SOUTHFIELD, MI
High-Net-Worth Clients: 123
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.50
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,207
Discretionary Accounts: 1,206
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 299564
Last Filing Date: 2025-02-21 00:00:00
Website: https://skyoakwealth.com