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SKY INVESTMENT GROUP LLC
CRD 134001 · SEC 801-63875
ONE FINANCIAL PLAZA, SUITE 1210, HARTFORD, CT, 06103, United States
Phone
860-761-9700
Fax
860-761-9797
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$931.0M
Discretionary AUM
$931.0M
Team
11 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 386 | $913.2M |
| Pension/profit sharing plans | 2 | $7.5M |
| Charitable organizations | 8 | $10.3M |
States served
VT, CA, MD, MA, MN, NY, NC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD