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SKYLINE ADVISORS, INC.
CRD 188511 · SEC 801-94175
405 32ND STREET, SUITE 201, BELLINGHAM, WA, 98225, United States
Phone
360-671-1621
Fax
360-306-3981
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$386.5M
Discretionary AUM
$381.8M
Team
8 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $59.7M |
| High net worth individuals | 159 | $311.5M |
| Pension/profit sharing plans | 2 | $5.8M |
| Charitable organizations | 2 | $9.5M |
States served
AZ, CA, WA
All web addresses on file
- https://www.linkedin.com/in/briana-bromet?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3Bkr6ixjlnQpKbOip
- https://www.linkedin.com/in/rhonda-young-867750187
- https://www.linkedin.com/in/sarah-arnold-crpc%C2%AE-92a08664/
- https://www.linkedin.com/in/mark-wallace-cfp%C2%AE-crpc%C2%AE-aif%C2%AE-b50236179/
- https://www.linkedin.com/company/skyline-advisors-inc
- https://www.linkedin.com/in/deka-wiebusch-cfp%C2%AE-crpc%C2%AE-aif-%C2%AE-025b4778/
- https://www.linkedin.com/in/mark-logan-78014510/
- HTTP://WWW.SKYLINEADVISORS.COM
Official SEC filing: View on IAPD