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 LLC is an independent registered investment adviser that began SEC registration in 2019. The firm positions itself as a capital allocator for a mixed client base of high-net-worth individuals, families and institutional entities, offering financial planning alongside portfolio management for individuals, small businesses and institutions. Its service set includes pension consulting and selection-of-other-advisers, and it charges clients via a mix of percentage-of-AUM, hourly and fixed fees. Skyoak does not identify 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$510M in ETFs
68%
$348M
24%
$162M
| 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 | $30.7M | 501,431 | 6.01% |
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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