SKYOAK WEALTH - Financial Advisor in Michigan, Southfield

Tel: 248-348-6500 28411 Northwestern Hwy Suite 760 Southfield, Michigan 48034

About SKYOAK WEALTH

SKYOAK WEALTH is a Southfield, Michigan based financial advisory firm with nearly $601,394,803 in assets under management and provides investment advisory services for 1207 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

299564

Firm SEC#:

801-114715

Assets Under Management:

$601,394,803

No. of Clients:

1207

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-44058

17010

134

$20,526,058,796

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3992

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$268,055,453

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$165,994,000

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