22725 Fairview Center Dr #100
Fairview Park, Ohio 44126
Tel: 440-734-3200
SKA FINANCIAL SERVICES,INC, formally registered with the SEC as SKA FINANCIAL SERVICES,INC. The firm was established in 02/25/2022. They have over 1 offices throughout the country.
SKA FINANCIAL SERVICES,INC. is a Fairview Park, Ohio based Financial Planning firm with nearly $149,949,247 assets under management, offering retirement planning & investment advisory services to 595 clients. The firm is staffed with 1 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107348 |
| SEC# | 801-123316 |
| Assets Managed by Firm | $149,949,247 |
| No. of Clients | 595 |
| No. of Advisors | 1 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 595 | $149,949,247 |
| Individuals (other than high net worth individuals) | 167 | $45,417,390 |
| High net worth individuals | 38 | $93,811,433 |
| Pension and profit sharing plans | 2 | $7,102,110 |
| Corporations or other businesses | 12 | $3,618,314 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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