Overview
Assets Under Management: $6.0 billion
Headquarters: SHREWSBURY, NJ
Frequently Asked Questions
SKYVIEW INVESTMENT 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 #286353), SKYVIEW INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
SKYVIEW INVESTMENT ADVISORS, LLC is headquartered in SHREWSBURY, NJ.
According to their SEC Form ADV, SKYVIEW INVESTMENT ADVISORS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SKYVIEW INVESTMENT ADVISORS, LLC manages $6.0 billion in client assets according to their SEC filing dated July 16, 2024.
According to their SEC Form ADV, SKYVIEW INVESTMENT ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.04
Total Client Accounts: 11
Discretionary Accounts: 8
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 286353
Last Filing Date: 2024-07-16 00:00:00
Website: https://skyviewadv.com