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SKY INVESTMENT GROUP LLC
One Financial Plaza
Suite 1210
Hartford, Connecticut 06103
Tel: 860-761-9700
About SKY INVESTMENT GROUP LLC
SKY INVESTMENT GROUP LLC, formally registered with the SEC as SKY INVESTMENT GROUP LLC. The firm was established in 02/18/2005. They have over 1 offices throughout the country.
SKY INVESTMENT GROUP LLC is a Hartford, Connecticut based Financial Planning firm with nearly $765,257,886 assets under management, offering retirement planning & investment advisory services to 876 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134001 |
| SEC# | 801-63875 |
| Assets Managed by Firm | $765,257,886 |
| No. of Clients | 876 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 876 | $765,257,886 |
| High net worth individuals | 355 | $732,544,089 |
| Pension and profit sharing plans | 3 | $9,005,621 |
| Charitable organizations | 13 | $23,708,176 |
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