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SKG CAPITAL ADVISORS, LLC
6757 Academy Road, Ne
Suite A
Albuquerque, New Mexico 87109
Tel: (505) 856-5444
About SKG CAPITAL ADVISORS, LLC
SKG CAPITAL ADVISORS, LLC, formally registered with the SEC as SKG CAPITAL ADVISORS, LLC. The firm was established in 06/02/2022. They have over 1 offices throughout the country.
SKG CAPITAL ADVISORS, LLC is a Albuquerque, New Mexico based Financial Planning firm with nearly $106,034,230 assets under management, offering retirement planning & investment advisory services to 229 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286554 |
| SEC# | 801-125789 |
| Assets Managed by Firm | $106,034,230 |
| No. of Clients | 229 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 229 | $106,034,230 |
| Individuals (other than high net worth individuals) | 194 | $40,651,019 |
| High net worth individuals | 35 | $65,383,211 |
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