Overview
Assets Under Management: $274 million
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Frequently Asked Questions
SKYVIEW FINANCIAL GROUP, 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 #310581), SKYVIEW FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
SKYVIEW FINANCIAL GROUP, LLC is headquartered in PONTE VEDRA BEACH, FL.
SKYVIEW FINANCIAL GROUP, LLC serves 39 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, SKYVIEW FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
SKYVIEW FINANCIAL GROUP, LLC manages $274 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, SKYVIEW FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 372
Discretionary Accounts: 372
Regulatory Filings
CRD Number: 310581
Filing ID: 1946982
Last Filing Date: 2025-03-25 17:18:00
Website: https://skyviewfg.com