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SKY ALPHA ASSET ADVISORS LLC

7284 W Palmetto Pk Rd
Suite 108
Boca Raton, Florida 33433
Tel: 561-410-7790

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About SKY ALPHA ASSET ADVISORS LLC

SKY ALPHA ASSET ADVISORS LLC, formally registered with the SEC as SKY ALPHA ASSET ADVISORS LLC. The firm was established in 05/03/2018. They have over 1 offices throughout the country.

SKY ALPHA ASSET ADVISORS LLC is a Boca Raton, Florida based Financial Planning firm with nearly $207,368,474 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#295839
SEC#801-113000
Assets Managed by Firm$207,368,474
No. of Clients289
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total289$207,368,474
Individuals (other than high net worth individuals)19$31,000,003
High net worth individuals131$176,368,471

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