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Kathleen Marie Philby

SKYOAK WEALTH MANAGEMENT, INC.·MEDFORD, Oregon
Unclaimed Profile
229 N BARTLETT STREET, MEDFORD, OR 97501CRD# 5797049Firm CRD# 154248
01

About

Kathleen Marie Philby is a registered financial advisor based in MEDFORD, Oregon, affiliated with SKYOAK WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SKYOAK CAPITAL, INC.
SKYOAK CAPITAL, INC.
AUM
$179M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SKYOAK CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SERVICE FEE
Regulatory
SEC/IARD CRD# 5797049
Firm CRD# 154248
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Marie Philby offer?
Kathleen Marie Philby specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MEDFORD, Oregon for a consultation.
What are Kathleen Marie Philby's credentials?
Kathleen Marie Philby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Marie Philby located?
Kathleen Marie Philby is based in MEDFORD, Oregon, working with SKYOAK WEALTH MANAGEMENT, INC.. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Kathleen Marie Philby charge for services?
Kathleen Marie Philby's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: service fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKYOAK WEALTH MANAGEMENT, INC.?
SKYOAK WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEDFORD
Dennis Ray Lamson — GRAIL INVESTMENTS, L.L.C.Donald Lyman Watson — SKYOAK WEALTH MANAGEMENT, INC.Gregory Alan Koenig — MYLAUNCH, LLCAllison Koenig — KOENIG INVESTMENT ADVISORY, LLCRoyal Ray Standley — OREGON PACIFIC FINANCIAL ADVISORS INC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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