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SKYVIEW FINANCIAL GROUP, LLC
SKYVIEW FINANCIAL GROUP, LLC
PONTE VEDRA BEACH, Florida
·
1 registered advisor
·
CRD# 310581
SEC# 801-129593
2
(888) 406-0444
01
Firm Overview
AUM
$103M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SKYVIEW FINANCIAL GROUP, LLC
1 registered advisor
Alexander Robert Potenza
PONTE VEDRA BEACH, Florida
CRD# 2566483
05
Office Locations
PONTE VEDRA BEACH, Florida
1 advisor
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Data sourced from SEC Form ADV filings. SKYVIEW FINANCIAL GROUP, LLC (CRD# 310581) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.