SKYOAK WEALTH

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

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 Status	Approved
Firm CRD#	299564
SEC#	801-114715
Assets Managed by Firm	$601,394,803
No. of Clients	1207
No. of Advisors	10

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 Clients	AUM
Firm Total	1207	$601,394,803
Individuals (other than high net worth individuals)	304	$74,450,686
High net worth individuals	123	$502,184,443
Charitable organizations	1	$4,091,238
Corporations or other businesses	13	$20,668,436

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
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YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
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