SKYLINE FINANCIAL NORTHWEST

Overview

Skyline Financial Northwest is an independent registered investment adviser operating as an LLC that serves both individual/family and institutional clients. The firm’s advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Skyline runs a fee schedule that mixes asset-based fees with hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment activity skews decisively toward pooled public vehicles—mutual funds and similar public funds dominate the portfolio footprint—while the firm maintains access to third‑party alternative managers for private placements, real estate, commodities and oil & gas opportunities. Skyline acts as a non-capital-allocating RIA, meaning it sources external managers rather than operating captive private funds, and it does not present itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices