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SKYOAK CAPITAL, INC.
SKYOAK CAPITAL, INC.
LAS VEGAS, Nevada
·
4 registered advisors
·
CRD# 154248
SEC# 801-118745
2
800-971-8070
01
Firm Overview
AUM
$179M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SERVICE FEE
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SKYOAK CAPITAL, INC.
4 registered advisors
Donald Lyman Watson
MEDFORD, Oregon
CRD# 3110609
Elizabeth Ann Boyd
LAS VEGAS, Nevada
CRD# 6244588
Jennifer Ann Davis
LAS VEGAS, Nevada
CRD# 2481766
Kathleen Marie Philby
MEDFORD, Oregon
CRD# 5797049
05
Office Locations
LAS VEGAS, Nevada
2 advisors
MEDFORD, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. SKYOAK CAPITAL, INC. (CRD# 154248) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.