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SKYOAK WEALTH

Tel: 248-348-6500
28411 Northwestern Hwy
Suite 760
Southfield, Michigan  48034

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SKYOAK WEALTH

SKYOAK WEALTH is a Southfield, Michigan based financial advisory firm with nearly $601,394,803 in assets under management and provides investment advisory services for 1207 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

299564

SEC#:

801-114715

No. of Clients:

1207

Assets under Management

$601,394,803

No. of Advisors:

10

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