Adviser Profile
| As of Date | 02/10/2021 |
| Registration status | Registration Changed to SKYVIEW FINANCIAL GROUP, LLC |
| ADV Location | PONTE VEDRA BEACH, FL, United States |
| AUM* | 69,168,000 |
| of that, discretionary | 69,168,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,371 |
| % High Net Worth | 29.35% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
69M
59M
49M
40M
30M
20M
10M
2020
2021
Private Funds
No private funds