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SKYOAK WEALTH LLC
SKYOAK WEALTH LLC
SKYOAK WEALTH
SOUTHFIELD, Michigan
·
5 registered advisors
·
CRD# 299564
SEC# 801-114715
1
248-348-6500
01
Firm Overview
AUM
$497M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SKYOAK WEALTH LLC
5 registered advisors
Craig Thomas Simmons
SOUTHFIELD, Michigan
CRD# 2439771
Don Bradley Gill Iii
SOUTHFIELD, Michigan
CRD# 6213086
Jeremy Scott Brandt
SOUTHFIELD, Michigan
CRD# 5296008
Kathryne A Jobson
SOUTHFIELD, Michigan
CRD# 7117932
Kenneth Grahm Brandt
SOUTHFIELD, Michigan
CRD# 28928
05
Office Locations
SOUTHFIELD, Michigan
5 advisors
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Data sourced from SEC Form ADV filings. SKYOAK WEALTH LLC (CRD# 299564) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.