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SKYBOX FINANCIAL GROUP LLC
CRD 148939
7261 ENGLE RD, SUITE 202, MIDDLEBURG HEIGHTS, OH, 44130, United States
Phone
440-238-6983
Fax
440-783-6266
Registration
— (—)
Source
State registered
Total AUM
$75.2M
Discretionary AUM
$75.2M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 168 | $31.0M |
| High net worth individuals | 21 | $44.2M |
| Corporations/business entities | 1 | $567 |
All web addresses on file
Official SEC filing: View on IAPD