7284 W Palmetto Pk Rd
Suite 108
Boca Raton, Florida 33433
Tel: 561-410-7790
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 295839 |
| SEC# | 801-113000 |
| Assets Managed by Firm | $207,368,474 |
| No. of Clients | 289 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 289 | $207,368,474 |
| Individuals (other than high net worth individuals) | 19 | $31,000,003 |
| High net worth individuals | 131 | $176,368,471 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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