SKYBOX FINANCIAL GROUP LLC

Overview

Skybox Financial Group LLC is an independent, individually owned registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its billing arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices