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Home > Retirement Planners > washington > bellingham > SKYLINE ADVISORS, INC.
SKYLINE ADVISORS, INC.
405 32nd Street
Suite 201
Bellingham, Washington 98225
Tel: 360-671-1621
About SKYLINE ADVISORS, INC.
SKYLINE ADVISORS, INC, formally registered with the SEC as SKYLINE ADVISORS, INC. The firm was established in 05/01/2015. They have over 1 offices throughout the country.
SKYLINE ADVISORS, INC. is a Bellingham, Washington based Financial Planning firm with nearly $288,379,333 assets under management, offering retirement planning & investment advisory services to 1133 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 188511 |
| SEC# | 801-94175 |
| Assets Managed by Firm | $288,379,333 |
| No. of Clients | 1133 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1133 | $288,379,333 |
| Individuals (other than high net worth individuals) | 226 | $51,685,900 |
| High net worth individuals | 150 | $228,203,011 |
| Pension and profit sharing plans | 2 | $3,592,787 |
| Charitable organizations | 2 | $4,897,635 |
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|---|---|---|---|
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