AdvisorOS Directory
Claim Profile
CS

Craig Thomas Simmons

SKYOAK WEALTH LLC·SOUTHFIELD, Michigan
Unclaimed Profile
28411 NORTHWESTERN HWY, SOUTHFIELD, MI 48034CRD# 2439771Firm CRD# 299564
01

About

Craig Thomas Simmons is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with SKYOAK WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SKYOAK WEALTH LLC
SKYOAK WEALTH
AUM
$497M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SKYOAK WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2439771
Firm CRD# 299564
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTHFIELD?

Browse all registered financial advisors in SOUTHFIELD, Michigan or claim this profile if it's yours.

Browse SOUTHFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Craig Thomas Simmons offer?
Craig Thomas Simmons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Craig Thomas Simmons's credentials?
Craig Thomas Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Thomas Simmons located?
Craig Thomas Simmons is based in SOUTHFIELD, Michigan, working with SKYOAK WEALTH LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Craig Thomas Simmons charge for services?
Craig Thomas Simmons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKYOAK WEALTH LLC?
SKYOAK WEALTH LLC has approximately 10 employees and manages $497M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SOUTHFIELD
Richard Allen Gonzales — CIG ASSET MANAGEMENT, INC.Timothy John Otto — CORECAP ADVISORS, INC.Dennis Michael Brown — CORECAP ADVISORS, LLCCarrie Lynn Irwin — CONVERGENCE FINANCIAL ADVISORS, INC.Osman Radwan Minkara — CIG ASSET MANAGEMENT, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile