Skyoak Wealth
Firm details
- Headquarters
- Southfield, Michigan
- CRD number
- 299564
- Registered since
- January 16, 2019
- Website
- www.skyoakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.49%
- Individuals12.64%
- Corporations / Businesses3.16%
- Charitable Organizations0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Skyoak Wealth is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2019. The firm acts as a capital allocator for both individual/family clients and institutional clients, offering a mix of portfolio management and financial planning services. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, institutional portfolio management, pension consulting, and selecting other advisers. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm is not identified 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 Funds50%
- Exchange Traded Equities34%
- Cash & Cash Equivalents9%
- US Government Bonds6%
Owners & executives
1 of 1
Ann Zemann
Chief Compliance OfficerCRD 2731611
Contacts
3 of 5
Don Gill Iii
Wealth AdvisorCRD 6213086
Jeremy Brandt
Managing PartnerCRD 5296008
Craig Simmons
Managing PartnerCRD 2439771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$505M in ETFs
68%
$343M
24%
$163M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $29.7M | 487,942 | 5.87% |
Location
Southfield, MI
Oakland
Location
Southfield, MI
Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 28411 Northwestern Hwy
- Time zone
- ET (UTC-5)
- Office locations
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