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SKYVIEW FINANCIAL GROUP, LLC
CRD 310581 · SEC 801-129593
816 A1A N, SUITE 205, PONTE VEDRA BEACH, FL, 32082, United States
Phone
(888) 406-0444
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.6M
Discretionary AUM
$286.6M
Team
3 total employees; 2 advisory reps; 362 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 321 | $221.2M |
| High net worth individuals | 41 | $65.5M |
States served
NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD