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SKYLINE FINANCIAL NORTHWEST
SKYLINE FINANCIAL NORTHWEST LLC
CRD 146844 · SEC 801-133826
2121 SW BROADWAY, SUITE 100, PORTLAND, OR, 97201, United States
Phone
888-739-7369
Fax
888-739-7369
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.3M
Discretionary AUM
$135.6M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $13.1M |
| High net worth individuals | 77 | $119.9M |
| Pension/profit sharing plans | 13 | $12.7M |
| Charitable organizations | 1 | $2.5M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD