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David Keith Skolnik

WORLD ASSET MANAGEMENT, INC.·BIRMINGHAM, Michigan
Unclaimed Profile
255 E. BROWN STREET, BIRMINGHAM, MI 48009-6220CRD# 1515100Firm CRD# 142108
01

About

David Keith Skolnik is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with WORLD ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
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Firm Overview

Firm
WORLD ASSET MANAGEMENT, INC.
WORLD ASSET MANAGEMENT, INC.
AUM
$12.4B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at WORLD ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1515100
Firm CRD# 142108
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Keith Skolnik offer?
David Keith Skolnik specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are David Keith Skolnik's credentials?
David Keith Skolnik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Keith Skolnik located?
David Keith Skolnik is based in BIRMINGHAM, Michigan, working with WORLD ASSET MANAGEMENT, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does David Keith Skolnik charge for services?
David Keith Skolnik's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORLD ASSET MANAGEMENT, INC.?
WORLD ASSET MANAGEMENT, INC. has approximately 13 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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