National Retirement Planning Experts

National Coverage
Local Professionals

SKYOAK WEALTH

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

Need a Financial Advisor?
Compare Vetted Advisors

About SKYOAK WEALTH

SKYOAK WEALTH, formally registered with the SEC as SKYOAK WEALTH. The firm was established in 01/16/2019. They have over 2 offices throughout the country.

SKYOAK WEALTH is a Southfield, Michigan based Financial Planning firm with nearly $601,394,803 assets under management, offering retirement planning & investment advisory services to 1207 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#299564
SEC#801-114715
Assets Managed by Firm$601,394,803
No. of Clients1207
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

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

Firm Client Information

No. of ClientsAUM
Firm Total1207$601,394,803
Individuals (other than high net worth individuals)304$74,450,686
High net worth individuals123$502,184,443
Charitable organizations1$4,091,238
Corporations or other businesses13$20,668,436

More Retirement Planning firms in Southfield, Michigan:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC
1 Corporate Way
Lansing, MI, 48951
$246,667,042,077132164
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center, Suite 100
Southfield, MI, 48075
$20,526,058,79617010134
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
$20,209,044,3478574
YOUSIF CAPITAL MANAGEMENT, LLC
39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
$15,029,547,34341215
BRICKTOWN CAPITAL, LLC
600 E. Lafayette Blvd
Detroit, MI, 48226
$11,989,880,00010531

Explore More Retirement Advisors in Southfield, Michigan