Skybox Financial Group LLC
Firm details
- Headquarters
- Middleburg Heights, Ohio
- CRD number
- 148939
- Website
- www.skyboxfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.81%
- Individuals41.19%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Skybox Financial Group LLC is an independent, individual-owned RIA organized as an LLC and registered to operate in Florida and Ohio. The firm serves both individual and family clients as well as some institutional relationships. Core services listed on its ADV include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its client-fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities22%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- Non-Exchange Traded Equities1%
Contacts
2 of 2
Glenn Searles
President, Financial AdvisorCRD 2400403
David Flaspohler
Associate AdvisorCRD 8221195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Middleburg Heights, OH
Cuyahoga
Location
Middleburg Heights, OH
Headquartered in Middleburg Heights, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 7261 Engle Rd
- Time zone
- ET (UTC-5)
- Office locations
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